+192.2%
MET vs BBWI
-48.2%
+240.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.9% | +1.9% | -0.4% |
| 7D | +2.1% | -4.5% | +6.7% | +3.2% |
| 30D | +1.8% | +17.1% | -15.3% | -2.0% |
| 3M | +6.0% | +17.5% | -11.5% | +1.3% |
| 6M | +31.1% | +12.8% | +18.3% | +25.1% |
| YTD | +32.6% | +8.2% | +24.4% | +26.0% |
| 1Y | +30.5% | -1.8% | +32.3% | +25.2% |
| 3Y | +83.6% | -25.8% | +109.3% | +79.8% |
| 5Y | +84.2% | -68.0% | +152.2% | +113.4% |
| All | +192.2% | -48.2% | +240.4% | +128.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling