+25.6%
MET vs BHP
+71.4%
-45.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.3% | +6.5% | +1.7% |
| 7D | -2.5% | -3.7% | +1.3% | -2.1% |
| 30D | 0.0% | -0.8% | +0.8% | -0.1% |
| 3M | +13.1% | +7.6% | +5.5% | +11.4% |
| 6M | +39.0% | +20.8% | +18.2% | +32.0% |
| YTD | +25.2% | +50.8% | -25.6% | +12.6% |
| 1Y | +25.6% | +70.9% | -45.3% | +10.0% |
| All | +25.6% | +71.4% | -45.8% | +10.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling