+82.7%
MET vs AZO
+85.8%
-3.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | AZO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.2% | +0.5% | +0.4% |
| 7D | -0.5% | -3.6% | +3.1% | +0.4% |
| 30D | +0.5% | -5.6% | +6.0% | +2.0% |
| 3M | +11.6% | -6.6% | +18.3% | +13.2% |
| 6M | +40.8% | -22.5% | +63.3% | +49.9% |
| YTD | +25.7% | -15.2% | +40.8% | +29.9% |
| 1Y | +24.4% | -33.9% | +58.3% | +38.4% |
| 3Y | +67.5% | +11.8% | +55.7% | +55.2% |
| All | +82.7% | +85.8% | -3.0% | +45.5% |
Cumulative growth
Daily Returns
Daily percentage return beside AZO.
Daily Out/Under-Performance
Portfolio return minus AZO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AZO 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 AZO 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