+87.7%
MET vs BB
-16.9%
+104.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.9% | +1.6% | +0.8% |
| 7D | +1.8% | +11.6% | -9.8% | +0.6% |
| 30D | +4.8% | +2.6% | +2.2% | +4.2% |
| 3M | +6.2% | +3.5% | +2.7% | +5.2% |
| 6M | +33.8% | +43.5% | -9.7% | +25.6% |
| YTD | +33.3% | +141.2% | -107.9% | +16.6% |
| 1Y | +36.3% | +97.4% | -61.1% | +22.0% |
| 3Y | +84.6% | +151.1% | -66.5% | +54.5% |
| 5Y | +87.7% | -12.8% | +100.5% | +89.3% |
| All | +87.7% | -16.9% | +104.6% | +89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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