+66.8%
MET vs AU
+574.0%
-507.1%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.3% | +5.4% | +1.2% |
| 7D | -2.5% | -7.0% | +4.5% | -2.3% |
| 30D | 0.0% | +7.3% | -7.3% | -0.2% |
| 3M | +13.1% | +33.2% | -20.2% | +12.1% |
| 6M | +39.0% | -0.6% | +39.6% | +38.5% |
| YTD | +25.2% | +26.2% | -1.0% | +23.7% |
| 1Y | +25.6% | +68.3% | -42.6% | +23.1% |
| All | +66.8% | +574.0% | -507.1% | +50.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling