+816.7%
AZN vs MET
+1,272.5%
-455.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -2.9% | -0.8% | -2.1% | -2.8% |
| 30D | -3.1% | -1.4% | -1.7% | -2.8% |
| 3M | -14.4% | +12.5% | -27.0% | -16.6% |
| 6M | -19.5% | +37.1% | -56.6% | -24.6% |
| YTD | -13.8% | +23.8% | -37.5% | -17.6% |
| 1Y | -2.4% | +24.1% | -26.5% | -7.0% |
| 3Y | +21.3% | +65.2% | -43.9% | +7.9% |
| 5Y | +53.6% | +82.3% | -28.6% | +32.5% |
| 10Y | +220.1% | +241.6% | -21.4% | +130.5% |
| All | +816.7% | +1,272.5% | -455.7% | +343.3% |
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