+1,112.1%
PSX vs MET
+389.4%
+722.7%
-64.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +1.2% |
| 7D | +4.5% | +1.2% | +3.4% | +3.7% |
| 30D | +26.6% | +1.4% | +25.2% | +25.3% |
| 3M | +39.3% | +17.7% | +21.6% | +25.4% |
| 6M | +56.8% | +35.0% | +21.8% | +28.7% |
| YTD | +101.8% | +26.3% | +75.5% | +71.8% |
| 1Y | +99.6% | +22.8% | +76.8% | +71.9% |
| 3Y | +140.3% | +65.9% | +74.4% | +69.2% |
| 5Y | +339.3% | +85.4% | +254.0% | +184.7% |
| 10Y | +369.9% | +253.7% | +116.1% | +104.1% |
| All | +1,112.1% | +389.4% | +722.7% | +273.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling