+85.7%
MET vs BHP
+119.2%
-33.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.0% | +1.1% |
| 7D | +4.5% | -0.5% | +5.0% | +4.6% |
| 30D | +3.5% | -4.5% | +8.1% | +4.7% |
| 3M | +5.9% | -6.9% | +12.8% | +7.5% |
| 6M | +33.1% | -10.6% | +43.6% | +35.6% |
| YTD | +33.6% | +37.2% | -3.6% | +18.4% |
| 1Y | +32.7% | +48.0% | -15.4% | +14.8% |
| 3Y | +85.0% | +52.6% | +32.5% | +54.5% |
| All | +85.7% | +119.2% | -33.5% | +29.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling