+22.8%
MET vs AMIX
-81.0%
+103.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.9% | +0.3% | -1.6% |
| 7D | +1.2% | -13.7% | +14.9% | +1.2% |
| 30D | +1.4% | -62.1% | +63.5% | +1.5% |
| 3M | +17.7% | -46.2% | +63.9% | +17.5% |
| 6M | +35.0% | -46.4% | +81.4% | +34.5% |
| YTD | +26.3% | -60.3% | +86.5% | +24.7% |
| 1Y | +22.8% | -79.7% | +102.5% | +24.4% |
| All | +22.8% | -81.0% | +103.8% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside AMIX.
Daily Out/Under-Performance
Portfolio return minus AMIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMIX 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 1y: compounded portfolio wealth divided by compounded AMIX 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…
1y analysis · Full analysis span regression · 6 months rolling