+89.6%
AXP vs MET
+78.1%
+11.4%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.1% |
| 7D | +0.6% | -1.2% | +1.8% | +1.5% |
| 30D | +5.8% | +3.2% | +2.6% | +3.3% |
| 3M | -6.0% | -1.1% | -4.9% | -5.5% |
| 6M | +0.3% | +25.0% | -24.7% | -16.3% |
| YTD | -12.3% | +27.9% | -40.1% | -28.2% |
| 1Y | -11.2% | +32.9% | -44.1% | -29.5% |
| 3Y | +117.0% | +78.8% | +38.2% | +36.4% |
| All | +89.6% | +78.1% | +11.4% | +17.1% |
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