+26.8%
AZN vs MET
+66.8%
-40.0%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.4% | 0.0% | +0.3% |
| 7D | -1.6% | -0.5% | -1.1% | -1.5% |
| 30D | +1.1% | +0.5% | +0.6% | +0.9% |
| 3M | -12.1% | +11.6% | -23.7% | -13.9% |
| 6M | -17.1% | +40.8% | -57.9% | -22.0% |
| YTD | -12.0% | +25.7% | -37.6% | -15.7% |
| 1Y | -0.2% | +24.4% | -24.6% | -4.4% |
| 3Y | +26.8% | +67.5% | -40.7% | +9.5% |
| All | +26.8% | +66.8% | -40.0% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling