+82.3%
MET vs BB
-25.5%
+107.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.4% |
| 7D | -0.8% | +1.8% | -2.6% | -1.0% |
| 30D | -1.4% | -12.2% | +10.9% | -0.1% |
| 3M | +12.5% | -12.3% | +24.8% | +12.9% |
| 6M | +37.1% | +122.7% | -85.6% | +21.0% |
| YTD | +23.8% | +104.5% | -80.7% | +10.4% |
| 1Y | +24.1% | +106.7% | -82.5% | +10.1% |
| 3Y | +65.2% | +70.0% | -4.8% | +44.7% |
| 5Y | +82.3% | -27.8% | +110.0% | +84.0% |
| All | +82.3% | -25.5% | +107.7% | +84.0% |
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