+33.0%
MET vs BBWI
+2.4%
+30.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.1% | -1.9% | +1.9% |
| 7D | +3.9% | +8.8% | -4.9% | +3.2% |
| 30D | +6.8% | +34.8% | -28.0% | +4.6% |
| 3M | +7.7% | +12.9% | -5.3% | +6.4% |
| 6M | +32.9% | +29.6% | +3.3% | +29.4% |
| YTD | +33.9% | +20.8% | +13.1% | +31.5% |
| 1Y | +33.0% | +4.1% | +28.9% | +31.4% |
| All | +33.0% | +2.4% | +30.6% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BBWI.
Daily Out/Under-Performance
Portfolio return minus BBWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBWI 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 BBWI 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