+52.2%
MET vs AMIX
-100.0%
+152.2%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AMIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.5% | -1.5% |
| 7D | -1.2% | -16.0% | +14.9% | -1.1% |
| 30D | +3.2% | -55.4% | +58.6% | +3.4% |
| 3M | -1.1% | -87.5% | +86.4% | -0.7% |
| 6M | +25.0% | -81.2% | +106.2% | +25.1% |
| YTD | +27.9% | -86.8% | +114.7% | +28.0% |
| 1Y | +32.9% | -91.6% | +124.5% | +33.2% |
| All | +52.2% | -100.0% | +152.2% | +44.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling