+50.0%
BMY vs MET
+24.0%
+26.0%
-12.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.6% | -0.2% | -1.4% |
| 7D | +0.4% | +1.2% | -0.8% | 0.0% |
| 30D | +5.0% | +1.4% | +3.6% | +4.5% |
| 3M | +19.4% | +17.7% | +1.7% | +14.4% |
| 6M | +9.5% | +35.0% | -25.5% | +2.3% |
| YTD | +28.1% | +26.3% | +1.8% | +19.5% |
| 1Y | +50.0% | +22.8% | +27.2% | +39.4% |
| All | +50.0% | +24.0% | +26.0% | +39.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling