+911.5%
BE vs MET
+187.6%
+723.9%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.6% | +9.0% | +8.5% |
| 7D | +20.0% | +1.2% | +18.8% | +19.0% |
| 30D | +7.9% | +1.4% | +6.5% | +6.6% |
| 3M | -13.2% | +17.7% | -30.9% | -24.8% |
| 6M | +53.5% | +35.0% | +18.5% | +20.3% |
| YTD | +191.0% | +26.3% | +164.7% | +137.5% |
| 1Y | +360.5% | +22.8% | +337.7% | +282.1% |
| 3Y | +1,568.0% | +65.9% | +1,502.1% | +1,000.4% |
| 5Y | +1,055.2% | +85.4% | +969.8% | +608.4% |
| All | +911.5% | +187.6% | +723.9% | +297.4% |
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 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