+250.4%
APP vs MET
+85.7%
+164.7%
-91.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -1.0% | -1.7% | -2.1% |
| 7D | +10.6% | +2.1% | +8.4% | +9.2% |
| 30D | +44.6% | +1.8% | +42.8% | +42.3% |
| 3M | +29.6% | +6.0% | +23.6% | +24.1% |
| 6M | -19.8% | +31.1% | -50.9% | -34.3% |
| YTD | -41.6% | +32.6% | -74.1% | -52.7% |
| 1Y | -32.7% | +30.5% | -63.1% | -45.0% |
| 3Y | +799.0% | +83.6% | +715.5% | +468.4% |
| 5Y | +250.4% | +84.2% | +166.2% | +132.4% |
| All | +250.4% | +85.7% | +164.7% | +132.4% |
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