+24.4%
MET vs BAX
-0.4%
+24.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BAX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -1.6% | +1.9% | +0.6% |
| 7D | -0.5% | -7.9% | +7.4% | +0.9% |
| 30D | +0.5% | -11.7% | +12.2% | +2.6% |
| 3M | +11.6% | +16.2% | -4.6% | +8.2% |
| 6M | +40.8% | +32.0% | +8.8% | +32.8% |
| YTD | +25.7% | +24.7% | +0.9% | +19.1% |
| 1Y | +24.4% | -2.6% | +27.0% | +17.7% |
| All | +24.4% | -0.4% | +24.8% | +17.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BAX.
Daily Out/Under-Performance
Portfolio return minus BAX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BAX 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 BAX 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