+1,004.7%
AXP vs MET
+1,339.1%
-334.4%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -3.1% | +0.8% | -0.6% |
| 7D | +0.4% | -0.5% | +0.9% | +0.7% |
| 30D | +7.0% | +3.3% | +3.8% | +5.1% |
| 3M | -6.6% | +4.2% | -10.8% | -9.0% |
| 6M | +3.5% | +27.3% | -23.9% | -10.4% |
| YTD | -11.2% | +29.8% | -41.0% | -23.9% |
| 1Y | -10.2% | +30.2% | -40.4% | -23.2% |
| 3Y | +120.0% | +77.6% | +42.5% | +58.0% |
| 5Y | +95.6% | +82.3% | +13.3% | +38.3% |
| 10Y | +468.1% | +233.0% | +235.1% | +185.4% |
| All | +1,004.7% | +1,339.1% | -334.4% | +140.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling