+3,306.4%
V vs MET
+231.4%
+3,075.0%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.6% | -1.3% |
| 7D | -0.8% | +1.3% | -2.1% | -1.2% |
| 30D | +9.5% | +4.0% | +5.5% | +8.0% |
| 3M | +16.7% | +4.6% | +12.1% | +14.8% |
| 6M | +32.9% | +32.8% | +0.1% | +20.5% |
| YTD | +21.1% | +32.3% | -11.2% | +9.7% |
| 1Y | +26.6% | +37.1% | -10.5% | +13.3% |
| 3Y | +78.4% | +86.8% | -8.5% | +42.3% |
| 5Y | +105.5% | +87.4% | +18.1% | +62.3% |
| 10Y | +444.2% | +209.9% | +234.3% | +248.3% |
| All | +3,306.4% | +231.4% | +3,075.0% | +1,646.7% |
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