+492.6%
MTZ vs MET
+227.5%
+265.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +3.5% | +5.1% | +6.4% |
| 7D | -2.4% | +1.3% | -3.8% | -3.4% |
| 30D | -11.1% | +4.0% | -15.1% | -13.7% |
| 3M | -30.6% | +4.6% | -35.2% | -33.3% |
| 6M | -54.4% | +32.8% | -87.2% | -63.0% |
| YTD | -13.0% | +32.3% | -45.3% | -30.2% |
| 1Y | -5.7% | +37.1% | -42.8% | -26.2% |
| 3Y | +297.2% | +86.8% | +210.3% | +146.9% |
| 5Y | +95.9% | +87.4% | +8.5% | +19.1% |
| 10Y | +492.6% | +209.9% | +282.7% | +129.5% |
| All | +492.6% | +227.5% | +265.2% | +129.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling