+194.4%
MET vs SPXU
-99.5%
+293.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.2% | -0.5% | +1.2% |
| 7D | +4.5% | -7.6% | +12.0% | +1.5% |
| 30D | +3.5% | +5.3% | -1.8% | +6.4% |
| 3M | +5.9% | +9.6% | -3.7% | +10.8% |
| 6M | +33.1% | -4.5% | +37.6% | +32.6% |
| YTD | +33.6% | -25.9% | +59.4% | +22.5% |
| 1Y | +32.7% | -28.9% | +61.6% | +20.1% |
| 3Y | +85.0% | -80.5% | +165.5% | +12.6% |
| 5Y | +85.6% | -83.4% | +169.0% | +26.2% |
| All | +194.4% | -99.5% | +293.9% | -29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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