+243.8%
MET vs AEE
+191.1%
+52.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.5% | -0.8% | +0.3% | -0.2% |
| 30D | +0.5% | -2.9% | +3.4% | +1.9% |
| 3M | +11.6% | -2.4% | +14.0% | +12.6% |
| 6M | +40.8% | -2.7% | +43.5% | +41.9% |
| YTD | +25.7% | +7.3% | +18.4% | +20.5% |
| 1Y | +24.4% | +7.5% | +16.8% | +18.9% |
| 3Y | +67.5% | +46.2% | +21.3% | +36.0% |
| 5Y | +85.8% | +39.7% | +46.1% | +52.1% |
| All | +243.8% | +191.1% | +52.6% | +184.6% |
Cumulative growth
Daily Returns
Daily percentage return beside AEE.
Daily Out/Under-Performance
Portfolio return minus AEE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEE 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 10y: compounded portfolio wealth divided by compounded AEE 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…
10y analysis · Full analysis span regression · 6 months rolling