+24.3%
BMY vs MET
+82.9%
-58.6%
-47.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -4.8% | -0.8% | -4.0% | -4.6% |
| 30D | -0.7% | -1.4% | +0.7% | -0.4% |
| 3M | +15.3% | +12.5% | +2.8% | +12.4% |
| 6M | +8.5% | +37.1% | -28.6% | +1.6% |
| YTD | +23.4% | +23.8% | -0.3% | +17.6% |
| 1Y | +42.9% | +24.1% | +18.8% | +35.9% |
| 3Y | +22.0% | +65.2% | -43.2% | +8.6% |
| 5Y | +24.3% | +82.3% | -57.9% | +9.2% |
| All | +24.3% | +82.9% | -58.6% | +9.2% |
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