-11.1%
AXP vs MET
+31.9%
-43.0%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.3% |
| 7D | -0.1% | +4.5% | -4.6% | -2.7% |
| 30D | +4.4% | +3.5% | +0.9% | +2.3% |
| 3M | -6.4% | +5.9% | -12.4% | -9.7% |
| 6M | +4.2% | +33.1% | -28.9% | -15.2% |
| YTD | -12.4% | +33.6% | -45.9% | -28.7% |
| 1Y | -11.1% | +32.7% | -43.8% | -27.4% |
| All | -11.1% | +31.9% | -43.0% | -27.4% |
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 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