+82.7%
MET vs AU
+686.2%
-603.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.5% | -0.1% | +0.4% |
| 7D | -0.5% | -4.3% | +3.8% | -0.4% |
| 30D | +0.5% | +7.3% | -6.8% | +0.3% |
| 3M | +11.6% | +26.3% | -14.7% | +11.0% |
| 6M | +40.8% | +1.8% | +39.0% | +40.4% |
| YTD | +25.7% | +26.8% | -1.2% | +24.6% |
| 1Y | +24.4% | +66.7% | -42.3% | +22.6% |
| 3Y | +67.5% | +579.1% | -511.6% | +59.4% |
| All | +82.7% | +686.2% | -603.5% | +72.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling