+1,209.8%
MET vs AEE
+957.4%
+252.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.7% |
| 7D | +1.2% | +0.3% | +0.8% | +0.9% |
| 30D | +1.4% | -2.3% | +3.7% | +2.9% |
| 3M | +17.7% | +0.2% | +17.5% | +17.0% |
| 6M | +35.0% | -4.7% | +39.7% | +38.5% |
| YTD | +26.3% | +8.1% | +18.2% | +18.3% |
| 1Y | +22.8% | +8.5% | +14.3% | +14.4% |
| 3Y | +65.9% | +48.9% | +17.0% | +21.1% |
| 5Y | +85.4% | +39.9% | +45.4% | +37.6% |
| 10Y | +253.7% | +186.5% | +67.2% | +41.7% |
| All | +1,209.8% | +957.4% | +252.4% | +125.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling