+376.3%
PSX vs MET
+248.0%
+128.3%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.1% | -2.0% | -1.6% |
| 7D | +1.5% | -2.5% | +4.0% | +3.1% |
| 30D | +15.8% | 0.0% | +15.9% | +15.6% |
| 3M | +43.0% | +13.1% | +30.0% | +31.1% |
| 6M | +61.1% | +39.0% | +22.1% | +27.2% |
| YTD | +104.5% | +25.2% | +79.3% | +72.5% |
| 1Y | +102.5% | +25.6% | +76.9% | +69.3% |
| 3Y | +133.5% | +67.1% | +66.4% | +57.3% |
| 5Y | +367.0% | +85.1% | +281.8% | +187.1% |
| All | +376.3% | +248.0% | +128.3% | +87.9% |
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