+82.3%
MET vs APA
+177.1%
-94.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.0% | -2.8% | -0.4% |
| 7D | -0.8% | +0.3% | -1.1% | -0.9% |
| 30D | -1.4% | +9.3% | -10.7% | -3.3% |
| 3M | +12.5% | +23.3% | -10.8% | +7.0% |
| 6M | +37.1% | +39.5% | -2.4% | +25.0% |
| YTD | +23.8% | +87.6% | -63.8% | +4.6% |
| 1Y | +24.1% | +114.2% | -90.1% | +0.4% |
| 3Y | +65.2% | +13.6% | +51.6% | +49.6% |
| 5Y | +82.3% | +175.6% | -93.3% | +18.9% |
| All | +82.3% | +177.1% | -94.8% | +18.9% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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