+574.1%
MET vs AGI
+5,381.0%
-4,806.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AGI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.8% | -2.1% |
| 7D | +1.1% | +4.4% | -3.2% | +1.0% |
| 30D | -2.3% | +10.0% | -12.3% | -2.6% |
| 3M | +13.9% | +1.7% | +12.1% | +13.7% |
| 6M | +34.8% | -26.8% | +61.6% | +35.8% |
| YTD | +23.5% | -5.3% | +28.9% | +23.3% |
| 1Y | +23.4% | +11.5% | +11.9% | +22.3% |
| 3Y | +64.9% | +212.9% | -148.1% | +57.4% |
| 5Y | +82.0% | +388.8% | -306.7% | +70.5% |
| 10Y | +244.4% | +383.6% | -139.2% | +216.3% |
| All | +574.1% | +5,381.0% | -4,806.9% | +474.7% |
Cumulative growth
Daily Returns
Daily percentage return beside AGI.
Daily Out/Under-Performance
Portfolio return minus AGI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AGI 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 AGI 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