+135.1%
ADI vs MET
+82.9%
+52.2%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | +2.6% | -0.8% | +3.4% | +3.0% |
| 30D | -4.6% | -1.4% | -3.2% | -4.1% |
| 3M | -9.5% | +12.5% | -22.0% | -15.9% |
| 6M | +14.8% | +37.1% | -22.2% | -5.3% |
| YTD | +35.8% | +23.8% | +12.0% | +18.3% |
| 1Y | +48.9% | +24.1% | +24.8% | +29.0% |
| 3Y | +115.6% | +65.2% | +50.4% | +59.7% |
| 5Y | +135.1% | +82.3% | +52.8% | +69.8% |
| All | +135.1% | +82.9% | +52.2% | +69.8% |
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 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