+85.1%
MET vs AEE
+38.5%
+46.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.4% | +1.6% |
| 7D | -2.5% | -0.7% | -1.8% | -2.2% |
| 30D | 0.0% | -2.0% | +2.0% | +0.7% |
| 3M | +13.1% | -2.8% | +15.9% | +14.0% |
| 6M | +39.0% | -3.6% | +42.6% | +40.3% |
| YTD | +25.2% | +7.3% | +17.9% | +20.9% |
| 1Y | +25.6% | +8.7% | +16.9% | +20.6% |
| 3Y | +67.1% | +46.0% | +21.1% | +42.6% |
| 5Y | +85.1% | +39.8% | +45.4% | +58.9% |
| All | +85.1% | +38.5% | +46.6% | +58.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling