+72.9%
BAC vs MET
+82.8%
-9.9%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -2.2% | +1.7% | +1.1% |
| 7D | +1.2% | +1.1% | 0.0% | +0.2% |
| 30D | -0.7% | -2.3% | +1.6% | +0.9% |
| 3M | +16.9% | +13.9% | +3.0% | +5.4% |
| 6M | +29.6% | +34.8% | -5.2% | +2.7% |
| YTD | +15.3% | +23.5% | -8.3% | -2.8% |
| 1Y | +28.8% | +23.4% | +5.4% | +8.1% |
| 3Y | +136.4% | +64.9% | +71.5% | +54.2% |
| 5Y | +72.9% | +82.0% | -9.1% | +3.4% |
| All | +72.9% | +82.8% | -9.9% | +3.4% |
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