+65.0%
MET vs AEIS
+172.0%
-107.1%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.4% |
| 7D | -0.8% | +6.5% | -7.2% | -1.6% |
| 30D | -1.4% | -9.2% | +7.8% | -0.3% |
| 3M | +12.5% | -8.3% | +20.9% | +11.8% |
| 6M | +37.1% | -6.3% | +43.4% | +33.8% |
| YTD | +23.8% | +36.5% | -12.7% | +10.3% |
| 1Y | +24.1% | +84.8% | -60.6% | +1.1% |
| All | +65.0% | +172.0% | -107.1% | +15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling