+85.1%
MET vs PNC
+50.6%
+34.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.2% | +0.5% |
| 7D | -2.5% | -0.9% | -1.6% | -1.9% |
| 30D | 0.0% | -4.4% | +4.4% | +3.0% |
| 3M | +13.1% | +5.3% | +7.8% | +9.1% |
| 6M | +39.0% | +19.6% | +19.4% | +23.0% |
| YTD | +25.2% | +19.1% | +6.0% | +10.7% |
| 1Y | +25.6% | +24.3% | +1.3% | +7.8% |
| 3Y | +67.1% | +132.2% | -65.1% | -5.1% |
| 5Y | +85.1% | +52.3% | +32.8% | +32.7% |
| All | +85.1% | +50.6% | +34.5% | +32.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling