+363.8%
PSX vs MET
+82.8%
+281.1%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.2% | +3.8% | +2.8% |
| 7D | +2.8% | +1.1% | +1.7% | +2.0% |
| 30D | +27.8% | -2.3% | +30.1% | +29.3% |
| 3M | +42.0% | +13.9% | +28.2% | +31.0% |
| 6M | +58.1% | +34.8% | +23.3% | +30.9% |
| YTD | +105.0% | +23.5% | +81.5% | +78.3% |
| 1Y | +104.9% | +23.4% | +81.5% | +77.3% |
| 3Y | +134.1% | +64.9% | +69.2% | +66.1% |
| 5Y | +363.8% | +82.0% | +281.8% | +196.9% |
| All | +363.8% | +82.8% | +281.1% | +196.9% |
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 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