+82.7%
MET vs APTV
-69.3%
+152.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -0.5% | -5.0% | +4.5% | +1.0% |
| 30D | +0.5% | -6.1% | +6.6% | +2.2% |
| 3M | +11.6% | -33.0% | +44.6% | +24.3% |
| 6M | +40.8% | -35.2% | +76.0% | +56.4% |
| YTD | +25.7% | -40.1% | +65.8% | +42.7% |
| 1Y | +24.4% | -45.6% | +70.0% | +45.4% |
| 3Y | +67.5% | -54.4% | +121.8% | +100.2% |
| All | +82.7% | -69.3% | +152.0% | +140.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling