+85.0%
MET vs SRE
+24.6%
+60.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.7% | +0.1% | +0.5% |
| 7D | +4.5% | +1.8% | +2.7% | +3.9% |
| 30D | +3.5% | -3.0% | +6.5% | +4.5% |
| 3M | +5.9% | -7.3% | +13.2% | +8.3% |
| 6M | +33.1% | -11.9% | +45.0% | +38.1% |
| YTD | +33.6% | -7.9% | +41.4% | +35.8% |
| 1Y | +32.7% | -11.1% | +43.8% | +36.6% |
| 3Y | +85.0% | +24.8% | +60.2% | +61.6% |
| All | +85.0% | +24.6% | +60.4% | +61.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SRE.
Daily Out/Under-Performance
Portfolio return minus SRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SRE 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 3y: compounded portfolio wealth divided by compounded SRE 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…
3y analysis · Full analysis span regression · 6 months rolling