+192.2%
MET vs TECH
+187.7%
+4.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.1% | -1.1% | -1.1% |
| 7D | +2.1% | +0.2% | +1.9% | +2.1% |
| 30D | +1.8% | +0.5% | +1.3% | +1.7% |
| 3M | +6.0% | +1.0% | +5.1% | +5.8% |
| 6M | +31.1% | +54.1% | -22.9% | +15.4% |
| YTD | +32.6% | +24.4% | +8.2% | +22.0% |
| 1Y | +30.5% | +19.3% | +11.2% | +21.4% |
| 3Y | +83.6% | +28.5% | +55.0% | +59.1% |
| 5Y | +84.2% | -41.0% | +125.1% | +100.2% |
| All | +192.2% | +187.7% | +4.4% | +52.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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