+243.8%
MET vs UUUU
+465.5%
-221.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.0% | +5.4% | +0.9% |
| 7D | -0.5% | -10.5% | +10.0% | +0.6% |
| 30D | +0.5% | -10.5% | +11.0% | +1.4% |
| 3M | +11.6% | -14.1% | +25.7% | +12.6% |
| 6M | +40.8% | -35.5% | +76.3% | +44.8% |
| YTD | +25.7% | -10.9% | +36.6% | +23.0% |
| 1Y | +24.4% | +3.4% | +21.0% | +17.9% |
| 3Y | +67.5% | +73.1% | -5.7% | +42.7% |
| 5Y | +85.8% | +87.1% | -1.3% | +48.5% |
| All | +243.8% | +465.5% | -221.7% | +101.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 UUUU 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