+134.1%
PSX vs MET
+66.4%
+67.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +2.7% |
| 7D | +2.8% | +1.1% | +1.7% | +2.1% |
| 30D | +27.8% | -2.3% | +30.1% | +29.0% |
| 3M | +42.0% | +13.9% | +28.2% | +32.4% |
| 6M | +58.1% | +34.8% | +23.3% | +34.1% |
| YTD | +105.0% | +23.5% | +81.5% | +82.0% |
| 1Y | +104.9% | +23.4% | +81.5% | +81.0% |
| 3Y | +134.1% | +64.9% | +69.2% | +84.1% |
| All | +134.1% | +66.4% | +67.6% | +84.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling