+198.0%
MET vs URI
+1,189.1%
-991.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -2.1% | +2.8% | +1.6% |
| 7D | +1.8% | -6.0% | +7.7% | +4.2% |
| 30D | +4.8% | +4.6% | +0.2% | +2.5% |
| 3M | +6.2% | -2.7% | +8.9% | +6.6% |
| 6M | +33.8% | +18.4% | +15.4% | +22.0% |
| YTD | +33.3% | +37.4% | -4.1% | +10.2% |
| 1Y | +36.3% | +30.4% | +6.0% | +15.4% |
| 3Y | +84.6% | +147.9% | -63.3% | +9.7% |
| 5Y | +87.7% | +202.1% | -114.4% | -3.2% |
| 10Y | +198.0% | +1,182.4% | -984.5% | -27.3% |
| All | +198.0% | +1,189.1% | -991.1% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 URI 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