+82.0%
MET vs ACI
-44.9%
+127.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.3% | +1.1% | -1.7% |
| 7D | +1.1% | -2.6% | +3.7% | +1.5% |
| 30D | -2.3% | +1.1% | -3.4% | -2.5% |
| 3M | +13.9% | -23.6% | +37.5% | +17.6% |
| 6M | +34.8% | -29.9% | +64.7% | +40.6% |
| YTD | +23.5% | -26.9% | +50.4% | +27.7% |
| 1Y | +23.4% | -34.2% | +57.6% | +29.5% |
| 3Y | +64.9% | -43.6% | +108.5% | +76.1% |
| 5Y | +82.0% | -42.4% | +124.4% | +92.0% |
| All | +82.0% | -44.9% | +127.0% | +92.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACI.
Daily Out/Under-Performance
Portfolio return minus ACI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACI 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 ACI 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