+242.5%
MET vs PSA
+101.3%
+141.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | 0.0% | +1.1% | +1.1% |
| 7D | -2.5% | -3.6% | +1.2% | -1.1% |
| 30D | 0.0% | -9.4% | +9.4% | +3.6% |
| 3M | +13.1% | -8.2% | +21.3% | +16.6% |
| 6M | +39.0% | -1.8% | +40.8% | +39.5% |
| YTD | +25.2% | +15.7% | +9.4% | +18.0% |
| 1Y | +25.6% | +6.3% | +19.4% | +22.0% |
| 3Y | +67.1% | +21.6% | +45.5% | +51.6% |
| 5Y | +85.1% | +13.5% | +71.7% | +68.7% |
| All | +242.5% | +101.3% | +141.2% | +146.9% |
Cumulative growth
Daily Returns
Daily percentage return beside PSA.
Daily Out/Under-Performance
Portfolio return minus PSA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PSA 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 PSA 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