+85.1%
MET vs AON
+9.0%
+76.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AON | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.1% | +0.7% |
| 7D | -2.5% | -5.9% | +3.4% | -0.1% |
| 30D | 0.0% | -13.7% | +13.6% | +5.8% |
| 3M | +13.1% | -8.3% | +21.3% | +16.5% |
| 6M | +39.0% | -3.6% | +42.6% | +39.9% |
| YTD | +25.2% | -12.4% | +37.5% | +30.7% |
| 1Y | +25.6% | -14.6% | +40.3% | +32.6% |
| 3Y | +67.1% | -5.7% | +72.8% | +68.8% |
| 5Y | +85.1% | +9.1% | +76.0% | +67.5% |
| All | +85.1% | +9.0% | +76.1% | +67.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AON.
Daily Out/Under-Performance
Portfolio return minus AON return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AON 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 AON 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