+220.5%
MET vs SPMO
+575.8%
-355.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPMO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.5% |
| 7D | +1.1% | +3.4% | -2.2% | -1.4% |
| 30D | -2.3% | +0.5% | -2.8% | -2.9% |
| 3M | +13.9% | +1.9% | +12.0% | +9.5% |
| 6M | +34.8% | +27.8% | +7.0% | +6.3% |
| YTD | +23.5% | +26.7% | -3.1% | -2.0% |
| 1Y | +23.4% | +28.9% | -5.5% | -3.8% |
| 3Y | +64.9% | +160.7% | -95.8% | -31.4% |
| 5Y | +82.0% | +150.2% | -68.1% | -21.6% |
| 10Y | +244.4% | +517.5% | -273.2% | -19.7% |
| All | +220.5% | +575.8% | -355.3% | -29.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SPMO.
Daily Out/Under-Performance
Portfolio return minus SPMO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPMO 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 SPMO 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