-11.1%
AXP vs MET
+37.6%
-48.7%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.8% | -1.0% | -0.7% |
| 7D | -0.6% | +1.8% | -2.4% | -1.7% |
| 30D | +5.0% | +4.8% | +0.2% | +2.1% |
| 3M | -4.2% | +6.2% | -10.4% | -7.7% |
| 6M | +2.9% | +33.8% | -30.9% | -16.5% |
| YTD | -11.6% | +33.3% | -44.9% | -27.9% |
| 1Y | -11.1% | +36.3% | -47.4% | -29.2% |
| All | -11.1% | +37.6% | -48.7% | -29.2% |
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