-0.9%
BA vs MET
+85.3%
-86.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.6% | +2.4% | +1.8% |
| 7D | +1.2% | +1.2% | 0.0% | +0.5% |
| 30D | -11.6% | +1.4% | -13.0% | -12.6% |
| 3M | -2.4% | +17.7% | -20.1% | -11.7% |
| 6M | -6.6% | +35.0% | -41.6% | -22.3% |
| YTD | -2.2% | +26.3% | -28.5% | -16.0% |
| 1Y | -8.0% | +22.8% | -30.8% | -20.1% |
| 3Y | -5.0% | +65.9% | -70.9% | -34.6% |
| All | -0.9% | +85.3% | -86.3% | -38.6% |
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