+85.0%
MET vs APTV
-48.7%
+133.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +0.9% | +0.8% |
| 7D | +4.5% | -1.7% | +6.2% | +4.9% |
| 30D | +3.5% | -11.6% | +15.1% | +6.4% |
| 3M | +5.9% | -21.2% | +27.1% | +11.6% |
| 6M | +33.1% | -28.5% | +61.6% | +40.2% |
| YTD | +33.6% | -49.1% | +82.6% | +54.2% |
| 1Y | +32.7% | -52.2% | +84.9% | +56.0% |
| 3Y | +85.0% | -48.6% | +133.7% | +100.7% |
| All | +85.0% | -48.7% | +133.8% | +100.7% |
Cumulative growth
Daily Returns
Daily percentage return beside APTV.
Daily Out/Under-Performance
Portfolio return minus APTV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APTV 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 APTV 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