+35.3%
MET vs AMIX
-90.1%
+125.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +11.8% | -8.4% | +3.5% |
| 7D | +1.3% | +1.2% | +0.1% | +1.3% |
| 30D | +4.0% | -45.3% | +49.3% | +4.0% |
| 3M | +4.6% | -83.1% | +87.7% | +4.7% |
| 6M | +32.8% | -76.9% | +109.7% | +32.5% |
| YTD | +32.3% | -85.3% | +117.6% | +30.0% |
| All | +35.3% | -90.1% | +125.4% | +31.4% |
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