+209.9%
MET vs RACE
+738.3%
-528.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RACE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.7% | +2.8% | +3.2% |
| 7D | +1.3% | +3.9% | -2.6% | -0.1% |
| 30D | +4.0% | +7.4% | -3.4% | +1.2% |
| 3M | +4.6% | +1.6% | +3.0% | +3.8% |
| 6M | +32.8% | +23.3% | +9.5% | +21.5% |
| YTD | +32.3% | +14.7% | +17.6% | +23.6% |
| 1Y | +37.1% | +2.5% | +34.6% | +33.8% |
| 3Y | +86.8% | +28.0% | +58.9% | +56.3% |
| 5Y | +87.4% | +69.8% | +17.6% | +32.4% |
| 10Y | +209.9% | +734.9% | -525.0% | +41.4% |
| All | +209.9% | +738.3% | -528.4% | +41.4% |
Cumulative growth
Daily Returns
Daily percentage return beside RACE.
Daily Out/Under-Performance
Portfolio return minus RACE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RACE 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 RACE 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