+136.4%
BAC vs MET
+66.4%
+70.0%
-27.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +1.0% |
| 7D | +1.2% | +1.1% | 0.0% | +0.3% |
| 30D | -0.7% | -2.3% | +1.6% | +0.7% |
| 3M | +16.9% | +13.9% | +3.0% | +6.4% |
| 6M | +29.6% | +34.8% | -5.2% | +4.7% |
| YTD | +15.3% | +23.5% | -8.3% | -1.4% |
| 1Y | +28.8% | +23.4% | +5.4% | +9.8% |
| 3Y | +136.4% | +64.9% | +71.5% | +57.5% |
| All | +136.4% | +66.4% | +70.0% | +57.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling