+32.6%
NET vs MET
+84.1%
-51.6%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +2.2% | -4.8% | -3.9% |
| 7D | -16.4% | +3.9% | -20.2% | -18.4% |
| 30D | -25.8% | +6.8% | -32.7% | -29.2% |
| 3M | -11.5% | +7.7% | -19.2% | -16.3% |
| 6M | +18.9% | +32.9% | -14.0% | -2.7% |
| YTD | +35.2% | +33.9% | +1.3% | +9.7% |
| 1Y | +14.5% | +33.0% | -18.6% | -7.0% |
| 3Y | +313.8% | +83.2% | +230.7% | +157.9% |
| 5Y | +32.6% | +88.2% | -55.7% | -16.0% |
| All | +32.6% | +84.1% | -51.6% | -16.0% |
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