+4,277.4%
MU vs MET
+206.5%
+4,070.9%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.8% | -1.9% | -1.5% |
| 7D | -15.2% | +1.8% | -17.0% | -15.9% |
| 30D | -29.5% | +4.8% | -34.3% | -31.6% |
| 3M | -15.8% | +6.2% | -22.0% | -19.4% |
| 6M | -2.9% | +33.8% | -36.7% | -20.9% |
| YTD | +154.2% | +33.3% | +120.9% | +105.8% |
| 1Y | +186.6% | +36.3% | +150.3% | +128.2% |
| 3Y | +871.5% | +84.6% | +786.9% | +529.6% |
| 5Y | +911.7% | +87.7% | +824.0% | +540.9% |
| 10Y | +4,277.4% | +198.0% | +4,079.4% | +1,820.8% |
| All | +4,277.4% | +206.5% | +4,070.9% | +1,820.8% |
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 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