+82.0%
MET vs BBWI
-66.8%
+148.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BBWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.1% | +1.0% | -1.6% |
| 7D | +1.1% | +1.6% | -0.4% | +0.9% |
| 30D | -2.3% | -6.2% | +3.9% | -1.4% |
| 3M | +13.9% | +4.3% | +9.5% | +12.1% |
| 6M | +34.8% | -7.2% | +42.0% | +34.4% |
| YTD | +23.5% | -3.0% | +26.6% | +21.6% |
| 1Y | +23.4% | -30.8% | +54.2% | +28.9% |
| 3Y | +64.9% | -43.4% | +108.3% | +72.0% |
| 5Y | +82.0% | -66.7% | +148.8% | +104.3% |
| All | +82.0% | -66.8% | +148.8% | +104.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling