+604.1%
ABBV vs MET
+197.3%
+406.8%
-45.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.8% | -0.6% | 0.0% |
| 7D | +1.3% | +4.5% | -3.2% | 0.0% |
| 30D | +4.7% | +3.5% | +1.2% | +3.6% |
| 3M | +18.3% | +5.9% | +12.4% | +16.2% |
| 6M | +43.4% | +33.1% | +10.3% | +31.8% |
| YTD | +33.0% | +33.6% | -0.6% | +21.5% |
| 1Y | +30.8% | +32.7% | -1.9% | +19.7% |
| 3Y | +135.1% | +85.0% | +50.1% | +92.2% |
| 5Y | +201.2% | +85.6% | +115.7% | +141.8% |
| All | +604.1% | +197.3% | +406.8% | +361.9% |
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