+35.3%
MET vs BAM
+5.0%
+30.3%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.3% | +1.1% | +2.6% |
| 7D | +1.3% | +5.3% | -3.9% | -0.6% |
| 30D | +4.0% | +18.1% | -14.1% | -2.3% |
| 3M | +4.6% | +4.2% | +0.4% | +2.7% |
| 6M | +32.8% | +11.1% | +21.7% | +26.6% |
| YTD | +32.3% | +6.6% | +25.7% | +27.5% |
| All | +35.3% | +5.0% | +30.3% | +30.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BAM.
Daily Out/Under-Performance
Portfolio return minus BAM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAM 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 BAM 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