+216.6%
MET vs OPEN
-87.0%
+303.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OPEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -21.8% | +20.3% | -0.8% |
| 7D | -1.2% | -22.2% | +21.1% | -0.5% |
| 30D | +3.2% | -38.3% | +41.5% | +4.6% |
| 3M | -1.1% | -59.4% | +58.3% | +1.5% |
| 6M | +25.0% | -74.4% | +99.4% | +30.0% |
| YTD | +27.9% | -76.0% | +103.9% | +32.9% |
| 1Y | +32.9% | -78.7% | +111.5% | +38.3% |
| 3Y | +78.8% | -30.0% | +108.8% | +70.3% |
| 5Y | +79.6% | -93.7% | +173.3% | +71.8% |
| All | +216.6% | -87.0% | +303.6% | +208.5% |
Cumulative growth
Daily Returns
Daily percentage return beside OPEN.
Daily Out/Under-Performance
Portfolio return minus OPEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OPEN return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded OPEN wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling