+211.7%
AEP vs MET
+197.3%
+14.4%
-32.9%
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% | +0.1% |
| 7D | +2.9% | +4.5% | -1.6% | +2.0% |
| 30D | +3.2% | +3.5% | -0.3% | +2.4% |
| 3M | +3.8% | +5.9% | -2.1% | +2.5% |
| 6M | +2.5% | +33.1% | -30.6% | -3.5% |
| YTD | +15.5% | +33.6% | -18.1% | +8.3% |
| 1Y | +9.6% | +32.7% | -23.1% | +2.8% |
| 3Y | +91.2% | +85.0% | +6.1% | +63.8% |
| 5Y | +88.2% | +85.6% | +2.6% | +59.6% |
| All | +211.7% | +197.3% | +14.4% | +116.8% |
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