+33.0%
MET vs AEIS
+6.2%
+26.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -11.1% | +13.4% | +2.2% |
| 7D | +3.9% | -12.7% | +16.6% | +3.8% |
| 30D | +6.8% | -28.8% | +35.7% | +6.9% |
| 3M | +7.7% | -38.0% | +45.7% | +8.0% |
| 6M | +32.9% | -45.3% | +78.2% | +34.2% |
| YTD | +33.9% | +1.1% | +32.7% | +28.8% |
| 1Y | +33.0% | +8.6% | +24.4% | +27.3% |
| All | +33.0% | +6.2% | +26.8% | +27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS 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 1y: compounded portfolio wealth divided by compounded AEIS 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…
1y analysis · Full analysis span regression · 6 months rolling