+1,285.4%
MET vs TECH
+958.2%
+327.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.1% | +0.7% | +0.8% |
| 7D | +4.5% | +0.1% | +4.3% | +4.4% |
| 30D | +3.5% | +0.5% | +3.0% | +3.4% |
| 3M | +5.9% | +1.1% | +4.8% | +5.6% |
| 6M | +33.1% | +62.8% | -29.8% | +15.1% |
| YTD | +33.6% | +24.5% | +9.1% | +22.6% |
| 1Y | +32.7% | +20.6% | +12.0% | +22.7% |
| 3Y | +85.0% | +29.5% | +55.6% | +61.2% |
| 5Y | +85.6% | -40.9% | +126.5% | +97.0% |
| 10Y | +198.8% | +189.5% | +9.4% | +93.0% |
| All | +1,285.4% | +958.2% | +327.2% | +591.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling