+3,310.4%
V vs MET
+220.3%
+3,090.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.5% | +1.5% | +0.5% |
| 7D | +2.2% | -1.2% | +3.4% | +2.6% |
| 30D | +13.6% | +3.2% | +10.4% | +12.4% |
| 3M | +14.3% | -1.1% | +15.4% | +14.7% |
| 6M | +33.1% | +25.0% | +8.1% | +23.2% |
| YTD | +21.2% | +27.9% | -6.6% | +11.1% |
| 1Y | +26.4% | +32.9% | -6.4% | +14.4% |
| 3Y | +77.6% | +78.8% | -1.2% | +43.9% |
| 5Y | +102.6% | +79.6% | +23.0% | +62.4% |
| 10Y | +464.4% | +228.1% | +236.3% | +255.5% |
| All | +3,310.4% | +220.3% | +3,090.1% | +1,669.6% |
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