+558.6%
QQQ vs MET
+249.3%
+309.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.4% | +0.5% | +0.7% |
| 7D | -0.6% | -0.5% | -0.1% | -0.4% |
| 30D | -1.2% | +0.5% | -1.7% | -1.5% |
| 3M | -0.2% | +11.6% | -11.8% | -4.6% |
| 6M | +17.9% | +40.8% | -22.9% | +3.1% |
| YTD | +16.6% | +25.7% | -9.0% | +6.1% |
| 1Y | +23.0% | +24.4% | -1.4% | +12.0% |
| 3Y | +92.9% | +67.5% | +25.5% | +55.3% |
| 5Y | +95.6% | +85.8% | +9.8% | +50.3% |
| All | +558.6% | +249.3% | +309.3% | +282.5% |
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