+461.4%
BE vs MET
+87.9%
+373.4%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.8% | -5.1% | -5.0% |
| 7D | -13.4% | +1.8% | -15.1% | -14.2% |
| 30D | -33.9% | +4.8% | -38.7% | -35.9% |
| 3M | -12.0% | +6.2% | -18.2% | -16.0% |
| 6M | -29.0% | +33.8% | -62.8% | -45.5% |
| YTD | +113.4% | +33.3% | +80.1% | +62.8% |
| 1Y | +33.2% | +36.3% | -3.2% | -0.5% |
| 3Y | +1,659.2% | +84.6% | +1,574.6% | +856.5% |
| 5Y | +461.4% | +87.7% | +373.7% | +207.6% |
| All | +461.4% | +87.9% | +373.4% | +207.6% |
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