+55.9%
MET vs AHR
+356.1%
-300.2%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AHR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.9% | +1.3% | +0.5% |
| 7D | -0.5% | -2.1% | +1.6% | -0.1% |
| 30D | +0.5% | +1.9% | -1.4% | +0.1% |
| 3M | +11.6% | +15.7% | -4.1% | +8.1% |
| 6M | +40.8% | +2.5% | +38.3% | +39.6% |
| YTD | +25.7% | +15.0% | +10.6% | +21.1% |
| 1Y | +24.4% | +28.1% | -3.7% | +15.7% |
| All | +55.9% | +356.1% | -300.2% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AHR.
Daily Out/Under-Performance
Portfolio return minus AHR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AHR 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 AHR 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