+1,181.4%
MET vs AU
+627.2%
+554.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.1% | -1.0% | -2.1% |
| 7D | +1.1% | -0.3% | +1.4% | +1.2% |
| 30D | -2.3% | +12.8% | -15.1% | -3.5% |
| 3M | +13.9% | +28.5% | -14.6% | +11.0% |
| 6M | +34.8% | +4.8% | +30.0% | +33.2% |
| YTD | +23.5% | +31.0% | -7.4% | +19.1% |
| 1Y | +23.4% | +81.4% | -58.0% | +15.1% |
| 3Y | +64.9% | +618.4% | -553.6% | +32.5% |
| 5Y | +82.0% | +686.3% | -604.3% | +41.6% |
| 10Y | +244.4% | +664.5% | -420.2% | +148.8% |
| All | +1,181.4% | +627.2% | +554.2% | +751.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling