+1,203.4%
MET vs SONY
+7.9%
+1,195.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.2% | -0.3% |
| 7D | -0.5% | -2.7% | +2.2% | +0.6% |
| 30D | +0.5% | +1.5% | -1.0% | -0.2% |
| 3M | +11.6% | +13.0% | -1.4% | +5.5% |
| 6M | +40.8% | +11.2% | +29.6% | +33.2% |
| YTD | +25.7% | -6.6% | +32.3% | +27.6% |
| 1Y | +24.4% | -18.1% | +42.5% | +32.9% |
| 3Y | +67.5% | +42.1% | +25.4% | +37.8% |
| 5Y | +85.8% | +11.0% | +74.8% | +65.1% |
| 10Y | +246.8% | +289.2% | -42.4% | +71.4% |
| All | +1,203.4% | +7.9% | +1,195.5% | +563.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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