+156.2%
PSX vs MET
+85.6%
+70.6%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.4% |
| 7D | +7.8% | +4.5% | +3.3% | +5.5% |
| 30D | -10.9% | +3.5% | -14.4% | -12.6% |
| 3M | +14.5% | +5.9% | +8.5% | +10.9% |
| 6M | +56.1% | +33.1% | +23.1% | +33.6% |
| YTD | +109.6% | +33.6% | +76.0% | +78.1% |
| 1Y | +95.5% | +32.7% | +62.8% | +66.7% |
| 3Y | +156.2% | +85.0% | +71.1% | +89.7% |
| All | +156.2% | +85.6% | +70.6% | +89.7% |
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