+1,285.4%
MET vs SMTC
+287.6%
+997.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SMTC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.1% | +4.8% | +1.6% |
| 7D | +4.5% | +11.0% | -6.6% | +1.9% |
| 30D | +3.5% | -28.5% | +32.0% | +9.2% |
| 3M | +5.9% | -14.2% | +20.2% | +5.1% |
| 6M | +33.1% | -18.0% | +51.1% | +29.2% |
| YTD | +33.6% | +55.5% | -21.9% | +9.4% |
| 1Y | +32.7% | +69.5% | -36.9% | +6.0% |
| 3Y | +85.0% | +699.7% | -614.6% | -13.3% |
| 5Y | +85.6% | +27.4% | +58.2% | +31.5% |
| 10Y | +198.8% | +335.7% | -136.9% | +44.4% |
| All | +1,285.4% | +287.6% | +997.8% | +446.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SMTC.
Daily Out/Under-Performance
Portfolio return minus SMTC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SMTC 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 all: compounded portfolio wealth divided by compounded SMTC 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…
all analysis · Full analysis span regression · 6 months rolling