+243.8%
MET vs RGEN
+415.7%
-171.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RGEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.3% | +0.1% | +0.3% |
| 7D | -0.5% | -1.4% | +1.0% | -0.3% |
| 30D | +0.5% | -0.3% | +0.8% | +0.4% |
| 3M | +11.6% | +23.9% | -12.3% | +7.4% |
| 6M | +40.8% | +38.5% | +2.2% | +32.6% |
| YTD | +25.7% | +0.8% | +24.9% | +24.1% |
| 1Y | +24.4% | +38.2% | -13.9% | +16.4% |
| 3Y | +67.5% | +1.3% | +66.2% | +59.0% |
| 5Y | +85.8% | -44.0% | +129.8% | +85.8% |
| All | +243.8% | +415.7% | -171.9% | +101.6% |
Cumulative growth
Daily Returns
Daily percentage return beside RGEN.
Daily Out/Under-Performance
Portfolio return minus RGEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RGEN 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 RGEN 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