+64.9%
MET vs AA
+89.1%
-24.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +3.5% | -5.7% | -2.7% |
| 7D | +1.1% | +1.7% | -0.5% | +0.9% |
| 30D | -2.3% | +3.3% | -5.7% | -3.0% |
| 3M | +13.9% | -29.4% | +43.3% | +19.6% |
| 6M | +34.8% | -12.8% | +47.6% | +35.3% |
| YTD | +23.5% | -2.1% | +25.7% | +20.5% |
| 1Y | +23.4% | +62.8% | -39.4% | +7.7% |
| 3Y | +64.9% | +90.5% | -25.6% | +33.3% |
| All | +64.9% | +89.1% | -24.3% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AA.
Daily Out/Under-Performance
Portfolio return minus AA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AA 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 AA 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