+51.7%
AMZN vs MET
+85.7%
-33.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.0% | +1.5% | +0.9% |
| 7D | +2.8% | +2.1% | +0.7% | +1.8% |
| 30D | +3.4% | +1.8% | +1.6% | +2.5% |
| 3M | +0.1% | +6.0% | -6.0% | -2.9% |
| 6M | +0.6% | +31.1% | -30.5% | -12.3% |
| YTD | +15.9% | +32.6% | -16.7% | 0.0% |
| 1Y | +9.5% | +30.5% | -20.9% | -4.9% |
| 3Y | +86.3% | +83.6% | +2.7% | +35.1% |
| 5Y | +51.7% | +84.2% | -32.4% | +11.5% |
| All | +51.7% | +85.7% | -33.9% | +11.5% |
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