+17.8%
AVGO vs MET
+24.0%
-6.2%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | 0.0% |
| 7D | -3.0% | +1.2% | -4.1% | -2.8% |
| 30D | -14.4% | +1.4% | -15.8% | -14.3% |
| 3M | -14.4% | +17.7% | -32.1% | -13.4% |
| 6M | +13.1% | +35.0% | -21.9% | +11.6% |
| YTD | +3.8% | +26.3% | -22.5% | +2.0% |
| 1Y | +17.8% | +22.8% | -5.0% | +14.2% |
| All | +17.8% | +24.0% | -6.2% | +14.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling