+65.0%
MET vs BBWI
-47.8%
+112.8%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -6.3% | +6.5% | +1.2% |
| 7D | -0.8% | -4.4% | +3.7% | -0.1% |
| 30D | -1.4% | -7.4% | +6.0% | -0.4% |
| 3M | +12.5% | -2.2% | +14.7% | +12.0% |
| 6M | +37.1% | -16.3% | +53.4% | +39.2% |
| YTD | +23.8% | -9.1% | +32.9% | +23.2% |
| 1Y | +24.1% | -34.5% | +58.6% | +31.3% |
| All | +65.0% | -47.8% | +112.8% | +72.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling