+209.9%
MET vs URI
+1,313.6%
-1,103.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +6.9% | -3.4% | +0.6% |
| 7D | +1.3% | -4.0% | +5.3% | +2.8% |
| 30D | +4.0% | +6.8% | -2.8% | +0.9% |
| 3M | +4.6% | -2.8% | +7.4% | +5.1% |
| 6M | +32.8% | +20.9% | +11.9% | +20.0% |
| YTD | +32.3% | +40.2% | -7.9% | +8.5% |
| 1Y | +37.1% | +34.1% | +3.1% | +14.7% |
| 3Y | +86.8% | +164.1% | -77.3% | +7.8% |
| 5Y | +87.4% | +199.3% | -112.0% | -2.8% |
| 10Y | +209.9% | +1,218.8% | -1,008.9% | -25.2% |
| All | +209.9% | +1,313.6% | -1,103.7% | -25.2% |
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