+668.0%
BE vs MET
+204.2%
+463.8%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | +0.8% | -5.7% | -5.5% |
| 7D | +10.8% | +4.5% | +6.4% | +7.5% |
| 30D | -19.8% | +3.5% | -23.3% | -21.4% |
| 3M | -18.7% | +5.9% | -24.7% | -22.1% |
| 6M | -33.7% | +33.1% | -66.8% | -47.5% |
| YTD | +121.0% | +33.6% | +87.4% | +73.2% |
| 1Y | +85.4% | +32.7% | +52.7% | +46.0% |
| 3Y | +1,709.5% | +85.0% | +1,624.5% | +996.9% |
| 5Y | +462.2% | +85.6% | +376.6% | +244.8% |
| All | +668.0% | +204.2% | +463.8% | +189.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling