+82.3%
MET vs PSA
+10.8%
+71.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | PSA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.9% |
| 7D | -0.8% | -2.2% | +1.5% | 0.0% |
| 30D | -1.4% | -9.6% | +8.2% | +1.8% |
| 3M | +12.5% | -7.9% | +20.4% | +15.4% |
| 6M | +37.1% | -2.0% | +39.1% | +37.6% |
| YTD | +23.8% | +15.7% | +8.0% | +17.8% |
| 1Y | +24.1% | +5.8% | +18.4% | +21.3% |
| 3Y | +65.2% | +21.6% | +43.6% | +52.1% |
| 5Y | +82.3% | +13.1% | +69.1% | +73.0% |
| All | +82.3% | +10.8% | +71.4% | +73.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling