+1,251.0%
BE vs MET
+82.8%
+1,168.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.6% | -2.2% | +11.8% | +11.3% |
| 7D | +29.8% | +1.1% | +28.6% | +28.4% |
| 30D | +26.4% | -2.3% | +28.7% | +28.4% |
| 3M | +9.3% | +13.9% | -4.6% | -4.2% |
| 6M | +105.1% | +34.8% | +70.3% | +55.7% |
| YTD | +219.0% | +23.5% | +195.5% | +158.2% |
| 1Y | +418.8% | +23.4% | +395.4% | +318.1% |
| 3Y | +1,784.6% | +64.9% | +1,719.7% | +1,041.2% |
| 5Y | +1,251.0% | +82.0% | +1,168.9% | +637.8% |
| All | +1,251.0% | +82.8% | +1,168.2% | +637.8% |
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