+252.8%
SPOT vs MET
+186.2%
+66.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.4% | +0.4% | +0.7% |
| 7D | -3.1% | -0.5% | -2.6% | -2.9% |
| 30D | +7.4% | +0.5% | +6.9% | +7.2% |
| 3M | +8.2% | +11.6% | -3.4% | +4.3% |
| 6M | +2.2% | +40.8% | -38.6% | -8.5% |
| YTD | -9.5% | +25.7% | -35.1% | -16.0% |
| 1Y | -23.8% | +24.4% | -48.2% | -29.3% |
| 3Y | +233.5% | +67.5% | +166.0% | +179.3% |
| 5Y | +112.2% | +85.8% | +26.4% | +73.0% |
| All | +252.8% | +186.2% | +66.6% | +145.8% |
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