+85.7%
MET vs AMBA
-69.7%
+155.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.5% | +2.3% | +1.0% |
| 7D | +4.5% | +2.7% | +1.8% | +4.1% |
| 30D | +3.5% | -2.2% | +5.7% | +3.6% |
| 3M | +5.9% | -26.6% | +32.6% | +9.6% |
| 6M | +33.1% | -26.8% | +59.8% | +34.5% |
| YTD | +33.6% | -15.1% | +48.7% | +31.0% |
| 1Y | +32.7% | -32.3% | +64.9% | +34.0% |
| 3Y | +85.0% | +19.8% | +65.2% | +62.8% |
| All | +85.7% | -69.7% | +155.4% | +74.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 AMBA 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