-13.7%
AXP vs MET
+34.4%
-48.2%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.0% | -0.5% | -0.9% |
| 7D | -2.1% | +2.1% | -4.3% | -3.4% |
| 30D | +2.7% | +1.8% | +0.8% | +1.6% |
| 3M | -7.3% | +6.0% | -13.3% | -10.6% |
| 6M | +1.8% | +31.1% | -29.3% | -16.4% |
| YTD | -13.1% | +32.6% | -45.6% | -29.1% |
| 1Y | -13.7% | +30.5% | -44.2% | -28.5% |
| All | -13.7% | +34.4% | -48.2% | -28.5% |
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 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