+85.1%
MET vs SSNC
+14.9%
+70.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SSNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.7% | +1.4% |
| 7D | -2.5% | -6.7% | +4.3% | +1.2% |
| 30D | 0.0% | -0.8% | +0.8% | +0.4% |
| 3M | +13.1% | +16.1% | -3.0% | +3.9% |
| 6M | +39.0% | +7.9% | +31.0% | +32.3% |
| YTD | +25.2% | -8.7% | +33.9% | +30.4% |
| 1Y | +25.6% | -9.5% | +35.1% | +31.3% |
| 3Y | +67.1% | +47.7% | +19.4% | +34.1% |
| 5Y | +85.1% | +17.6% | +67.5% | +58.7% |
| All | +85.1% | +14.9% | +70.2% | +58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SSNC.
Daily Out/Under-Performance
Portfolio return minus SSNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SSNC 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 5y: compounded portfolio wealth divided by compounded SSNC 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…
5y analysis · Full analysis span regression · 6 months rolling