+5,778.3%
MU vs MET
+247.1%
+5,531.2%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -2.2% | +0.6% | -0.3% |
| 7D | +7.2% | +1.1% | +6.0% | +6.3% |
| 30D | +14.0% | -2.3% | +16.3% | +15.2% |
| 3M | +5.4% | +13.9% | -8.5% | -4.0% |
| 6M | +170.3% | +34.8% | +135.5% | +119.6% |
| YTD | +250.7% | +23.5% | +227.1% | +199.1% |
| 1Y | +662.1% | +23.4% | +638.7% | +545.9% |
| 3Y | +1,341.2% | +64.9% | +1,276.3% | +908.3% |
| 5Y | +1,319.3% | +82.0% | +1,237.3% | +822.1% |
| 10Y | +5,778.3% | +244.4% | +5,533.9% | +2,482.6% |
| All | +5,778.3% | +247.1% | +5,531.2% | +2,482.6% |
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