+25.6%
MET vs AMRZ
-25.1%
+50.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMRZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.4% |
| 7D | -2.5% | -8.1% | +5.6% | -0.9% |
| 30D | 0.0% | -14.8% | +14.8% | +3.0% |
| 3M | +13.1% | -19.7% | +32.8% | +17.0% |
| 6M | +39.0% | -30.8% | +69.8% | +48.0% |
| YTD | +25.2% | -24.3% | +49.5% | +29.8% |
| 1Y | +25.6% | -24.0% | +49.7% | +26.8% |
| All | +25.6% | -25.1% | +50.7% | +26.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AMRZ.
Daily Out/Under-Performance
Portfolio return minus AMRZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMRZ 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 AMRZ 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