+36,473.2%
AAPL vs MET
+1,381.0%
+35,092.3%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.8% | -0.4% | +0.2% |
| 7D | +4.1% | +4.5% | -0.3% | +2.7% |
| 30D | +4.0% | +3.5% | +0.4% | +2.8% |
| 3M | +16.8% | +5.9% | +10.9% | +14.6% |
| 6M | +19.4% | +33.1% | -13.7% | +9.0% |
| YTD | +31.5% | +33.6% | -2.1% | +19.7% |
| 1Y | +31.0% | +32.7% | -1.7% | +19.4% |
| 3Y | +95.3% | +85.0% | +10.2% | +59.6% |
| 5Y | +143.4% | +85.6% | +57.8% | +97.1% |
| 10Y | +1,330.5% | +198.8% | +1,131.7% | +853.6% |
| All | +36,473.2% | +1,381.0% | +35,092.3% | +15,266.6% |
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