+109.8%
AAPL vs MET
+82.9%
+26.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -3.0% | -0.8% | -2.2% | -2.6% |
| 30D | +2.3% | -1.4% | +3.7% | +2.9% |
| 3M | +8.6% | +12.5% | -3.9% | +2.9% |
| 6M | +21.6% | +37.1% | -15.5% | +5.2% |
| YTD | +16.3% | +23.8% | -7.5% | +5.1% |
| 1Y | +35.1% | +24.1% | +10.9% | +21.5% |
| 3Y | +79.4% | +65.2% | +14.2% | +40.1% |
| 5Y | +109.8% | +82.3% | +27.6% | +60.3% |
| All | +109.8% | +82.9% | +26.9% | +60.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling