+1,077.0%
TER vs MET
+202.5%
+874.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +0.5% | +7.8% | +8.0% |
| 7D | +5.9% | 0.0% | +5.8% | +6.3% |
| 30D | -30.8% | +3.4% | -34.1% | -31.9% |
| 3M | -29.9% | +7.0% | -36.9% | -32.8% |
| 6M | -27.5% | +34.6% | -62.1% | -39.8% |
| YTD | +37.5% | +34.0% | +3.5% | +14.1% |
| 1Y | +50.3% | +35.9% | +14.3% | +23.7% |
| 3Y | +204.9% | +85.5% | +119.4% | +108.8% |
| 5Y | +89.2% | +87.8% | +1.4% | +27.9% |
| 10Y | +1,077.0% | +199.7% | +877.3% | +465.3% |
| All | +1,077.0% | +202.5% | +874.4% | +465.3% |
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