+243.8%
MET vs AU
+699.0%
-455.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.4% |
| 7D | -0.5% | -4.3% | +3.8% | -0.5% |
| 30D | +0.5% | +7.3% | -6.8% | +0.5% |
| 3M | +11.6% | +26.3% | -14.7% | +11.6% |
| 6M | +40.8% | +1.8% | +39.0% | +40.7% |
| YTD | +25.7% | +26.8% | -1.2% | +25.6% |
| 1Y | +24.4% | +66.7% | -42.3% | +24.4% |
| 3Y | +67.5% | +579.1% | -511.6% | +68.6% |
| 5Y | +85.8% | +689.3% | -603.5% | +86.9% |
| All | +243.8% | +699.0% | -455.2% | +276.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AU.
Daily Out/Under-Performance
Portfolio return minus AU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AU 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 10y: compounded portfolio wealth divided by compounded AU 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…
10y analysis · Full analysis span regression · 6 months rolling