+95.0%
MTZ vs MET
+85.0%
+10.0%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.8% | -2.0% | -1.6% |
| 7D | +5.0% | +4.5% | +0.5% | +2.8% |
| 30D | -6.0% | +3.5% | -9.6% | -8.0% |
| 3M | -36.1% | +5.9% | -42.1% | -38.5% |
| 6M | -56.9% | +33.1% | -89.9% | -64.0% |
| YTD | -15.9% | +33.6% | -49.5% | -30.6% |
| 1Y | -3.8% | +32.7% | -36.5% | -20.4% |
| 3Y | +272.3% | +85.0% | +187.2% | +146.5% |
| All | +95.0% | +85.0% | +10.0% | +29.8% |
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