+84.7%
META vs MET
+85.7%
-1.0%
-74.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.0% | +0.2% | -0.3% |
| 7D | +3.1% | +2.1% | +0.9% | +2.0% |
| 30D | -18.2% | +1.8% | -20.0% | -19.1% |
| 3M | +7.8% | +6.0% | +1.8% | +4.5% |
| 6M | +3.6% | +31.1% | -27.5% | -10.7% |
| YTD | -5.3% | +32.6% | -37.8% | -19.1% |
| 1Y | +2.7% | +30.5% | -27.7% | -11.6% |
| 3Y | +91.5% | +83.6% | +7.9% | +33.9% |
| 5Y | +84.7% | +84.2% | +0.5% | +26.4% |
| All | +84.7% | +85.7% | -1.0% | +26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 5y: compounded portfolio wealth divided by compounded MET 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…
5y analysis · Full analysis span regression · 6 months rolling