+465.2%
MET vs APTV
+194.6%
+270.6%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | APTV | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.1% | -4.7% | -2.8% |
| 7D | +1.2% | +4.8% | -3.7% | -0.7% |
| 30D | +1.4% | +2.0% | -0.6% | +0.3% |
| 3M | +17.7% | -34.2% | +51.9% | +36.4% |
| 6M | +35.0% | -34.7% | +69.7% | +54.3% |
| YTD | +26.3% | -37.0% | +63.3% | +45.7% |
| 1Y | +22.8% | -40.4% | +63.2% | +44.5% |
| 3Y | +65.9% | -54.1% | +120.0% | +108.0% |
| 5Y | +85.4% | -68.0% | +153.4% | +158.4% |
| 10Y | +253.7% | -15.5% | +269.2% | +184.8% |
| All | +465.2% | +194.6% | +270.6% | +91.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling