+499.9%
ABBV vs MET
+248.0%
+251.9%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +1.3% |
| 7D | -2.0% | -2.5% | +0.5% | -1.3% |
| 30D | +2.0% | 0.0% | +2.0% | +1.9% |
| 3M | +14.2% | +13.1% | +1.1% | +10.0% |
| 6M | +14.1% | +39.0% | -24.9% | +3.5% |
| YTD | +14.2% | +25.2% | -11.0% | +6.3% |
| 1Y | +24.2% | +25.6% | -1.4% | +15.3% |
| 3Y | +89.8% | +67.1% | +22.7% | +59.4% |
| 5Y | +187.2% | +85.1% | +102.1% | +129.0% |
| All | +499.9% | +248.0% | +251.9% | +246.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling