+81.9%
MET vs BHP
+125.4%
-43.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +1.7% | -3.9% | -2.6% |
| 7D | +1.1% | +1.3% | -0.1% | +0.8% |
| 30D | -2.3% | +4.0% | -6.3% | -3.5% |
| 3M | +13.9% | +12.3% | +1.6% | +9.6% |
| 6M | +34.8% | +30.8% | +4.0% | +23.0% |
| YTD | +23.5% | +58.8% | -35.2% | +5.6% |
| 1Y | +23.4% | +76.8% | -53.4% | +1.6% |
| 3Y | +64.9% | +87.5% | -22.6% | +30.2% |
| All | +81.9% | +125.4% | -43.5% | +31.1% |
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