+73.9%
BA vs MET
+256.6%
-182.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +2.1% |
| 7D | +1.2% | +1.2% | 0.0% | +0.2% |
| 30D | -11.6% | +1.4% | -13.0% | -12.9% |
| 3M | -2.4% | +17.7% | -20.1% | -14.5% |
| 6M | -6.6% | +35.0% | -41.6% | -26.7% |
| YTD | -2.2% | +26.3% | -28.5% | -20.1% |
| 1Y | -8.0% | +22.8% | -30.8% | -23.8% |
| 3Y | -5.0% | +65.9% | -70.9% | -40.8% |
| 5Y | -2.7% | +85.4% | -88.1% | -46.0% |
| All | +73.9% | +256.6% | -182.7% | -43.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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