+71.4%
MSFT vs MET
+82.8%
-11.3%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.2% | +1.0% | -0.4% |
| 7D | -1.4% | +1.1% | -2.6% | -1.8% |
| 30D | -1.0% | -2.3% | +1.3% | -0.3% |
| 3M | +20.2% | +13.9% | +6.3% | +15.0% |
| 6M | +21.3% | +34.8% | -13.5% | +9.5% |
| YTD | +2.8% | +23.5% | -20.8% | -4.7% |
| 1Y | 0.0% | +23.4% | -23.4% | -7.5% |
| 3Y | +51.2% | +64.9% | -13.6% | +24.1% |
| 5Y | +71.4% | +82.0% | -10.6% | +36.5% |
| All | +71.4% | +82.8% | -11.3% | +36.5% |
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