-22.1%
BA vs MET
+78.1%
-100.3%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.4% |
| 7D | +1.1% | -1.2% | +2.2% | +1.8% |
| 30D | -7.9% | +3.2% | -11.1% | -9.8% |
| 3M | -25.3% | -1.1% | -24.2% | -25.1% |
| 6M | -24.6% | +25.0% | -49.6% | -34.5% |
| YTD | -20.1% | +27.9% | -48.0% | -32.1% |
| 1Y | -11.8% | +32.9% | -44.6% | -26.9% |
| 3Y | -10.1% | +78.8% | -88.9% | -41.6% |
| All | -22.1% | +78.1% | -100.3% | -50.5% |
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 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