+85.0%
MET vs AEIS
+148.8%
-63.7%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -4.0% | +4.7% | +1.2% |
| 7D | +4.5% | +11.5% | -7.0% | +3.1% |
| 30D | +3.5% | -15.8% | +19.3% | +5.0% |
| 3M | +5.9% | -33.3% | +39.3% | +10.2% |
| 6M | +33.1% | -35.2% | +68.3% | +36.9% |
| YTD | +33.6% | +5.0% | +28.5% | +22.3% |
| 1Y | +32.7% | +8.5% | +24.2% | +20.4% |
| 3Y | +85.0% | +152.9% | -67.8% | +27.8% |
| All | +85.0% | +148.8% | -63.7% | +27.8% |
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