+243.8%
MET vs PNC
+279.5%
-35.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | 0.0% |
| 7D | -0.5% | -0.6% | +0.1% | -0.1% |
| 30D | +0.5% | -4.4% | +4.9% | +4.1% |
| 3M | +11.6% | +5.2% | +6.4% | +7.0% |
| 6M | +40.8% | +20.6% | +20.1% | +21.1% |
| YTD | +25.7% | +19.8% | +5.9% | +8.3% |
| 1Y | +24.4% | +24.4% | -0.1% | +3.7% |
| 3Y | +67.5% | +131.2% | -63.8% | -16.4% |
| 5Y | +85.8% | +53.1% | +32.7% | +25.5% |
| All | +243.8% | +279.5% | -35.7% | +1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PNC.
Daily Out/Under-Performance
Portfolio return minus PNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PNC 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 10y: compounded portfolio wealth divided by compounded PNC 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…
10y analysis · Full analysis span regression · 6 months rolling