+243.8%
MET vs TRU
+147.2%
+96.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.0% | -0.6% | 0.0% |
| 7D | -0.5% | -2.7% | +2.2% | +0.6% |
| 30D | +0.5% | -2.0% | +2.5% | +1.1% |
| 3M | +11.6% | +18.4% | -6.8% | +3.7% |
| 6M | +40.8% | +8.9% | +31.9% | +34.3% |
| YTD | +25.7% | -8.9% | +34.6% | +27.4% |
| 1Y | +24.4% | -15.9% | +40.2% | +29.3% |
| 3Y | +67.5% | -1.1% | +68.5% | +54.4% |
| 5Y | +85.8% | -35.2% | +121.0% | +106.2% |
| All | +243.8% | +147.2% | +96.6% | +158.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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