+82.3%
MET vs AEIS
+238.7%
-156.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.4% |
| 7D | -0.8% | +6.5% | -7.2% | -1.9% |
| 30D | -1.4% | -9.2% | +7.8% | +0.1% |
| 3M | +12.5% | -8.3% | +20.9% | +11.7% |
| 6M | +37.1% | -6.3% | +43.4% | +33.4% |
| YTD | +23.8% | +36.5% | -12.7% | +8.4% |
| 1Y | +24.1% | +84.8% | -60.6% | -1.4% |
| 3Y | +65.2% | +176.6% | -111.4% | +11.0% |
| 5Y | +82.3% | +237.1% | -154.8% | +10.0% |
| All | +82.3% | +238.7% | -156.5% | +10.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling