+242.5%
MET vs BHP
+498.2%
-255.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.3% | +6.5% | +3.5% |
| 7D | -2.5% | -3.7% | +1.3% | -0.9% |
| 30D | 0.0% | -0.8% | +0.8% | 0.0% |
| 3M | +13.1% | +7.6% | +5.5% | +8.0% |
| 6M | +39.0% | +20.8% | +18.2% | +24.3% |
| YTD | +25.2% | +50.8% | -25.6% | -0.3% |
| 1Y | +25.6% | +70.9% | -45.3% | -6.4% |
| 3Y | +67.1% | +78.0% | -10.9% | +18.0% |
| 5Y | +85.1% | +113.1% | -28.0% | +10.4% |
| All | +242.5% | +498.2% | -255.7% | +24.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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