+244.4%
MET vs URI
+1,157.2%
-912.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.5% | -2.7% | -2.4% |
| 7D | +1.1% | +2.5% | -1.4% | +0.1% |
| 30D | -2.3% | -12.5% | +10.2% | +3.1% |
| 3M | +13.9% | -6.2% | +20.1% | +15.6% |
| 6M | +34.8% | +25.9% | +8.9% | +18.0% |
| YTD | +23.5% | +26.2% | -2.7% | +6.6% |
| 1Y | +23.4% | +5.5% | +17.9% | +14.9% |
| 3Y | +64.9% | +125.0% | -60.1% | +3.0% |
| 5Y | +82.0% | +210.4% | -128.4% | -7.0% |
| 10Y | +244.4% | +1,157.2% | -912.8% | -13.3% |
| All | +244.4% | +1,157.2% | -912.8% | -13.3% |
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