-22.4%
BA vs MET
+85.7%
-108.0%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.7% | -1.1% |
| 7D | -0.6% | +2.1% | -2.7% | -1.8% |
| 30D | -8.0% | +1.8% | -9.8% | -9.1% |
| 3M | -25.8% | +6.0% | -31.8% | -28.5% |
| 6M | -27.6% | +31.1% | -58.7% | -38.8% |
| YTD | -21.0% | +32.6% | -53.5% | -34.2% |
| 1Y | -12.3% | +30.5% | -42.7% | -26.3% |
| 3Y | -12.8% | +83.6% | -96.3% | -44.1% |
| 5Y | -22.4% | +84.2% | -106.5% | -51.2% |
| All | -22.4% | +85.7% | -108.0% | -51.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling