+1,181.4%
MET vs TROW
+1,120.7%
+60.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.3% | -1.8% | -1.9% |
| 7D | +1.1% | +0.4% | +0.7% | +0.9% |
| 30D | -2.3% | -4.0% | +1.7% | +0.4% |
| 3M | +13.9% | +5.0% | +8.9% | +9.4% |
| 6M | +34.8% | +24.3% | +10.5% | +15.1% |
| YTD | +23.5% | +9.8% | +13.8% | +14.5% |
| 1Y | +23.4% | +6.4% | +17.0% | +16.5% |
| 3Y | +64.9% | +15.8% | +49.1% | +43.2% |
| 5Y | +82.0% | -37.3% | +119.3% | +123.5% |
| 10Y | +244.4% | +130.6% | +113.7% | +65.3% |
| All | +1,181.4% | +1,120.7% | +60.6% | +167.2% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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