+95.3%
AAPL vs MET
+85.6%
+9.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.1% |
| 7D | +4.1% | +4.5% | -0.3% | +2.2% |
| 30D | +4.0% | +3.5% | +0.4% | +2.3% |
| 3M | +16.8% | +5.9% | +10.9% | +13.7% |
| 6M | +19.4% | +33.1% | -13.7% | +5.0% |
| YTD | +31.5% | +33.6% | -2.1% | +14.9% |
| 1Y | +31.0% | +32.7% | -1.7% | +14.7% |
| 3Y | +95.3% | +85.0% | +10.2% | +64.3% |
| All | +95.3% | +85.6% | +9.7% | +64.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling