+1,285.4%
MET vs BHP
+2,965.0%
-1,679.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.3% | +2.0% | +1.4% |
| 7D | +4.5% | -0.5% | +5.0% | +4.7% |
| 30D | +3.5% | -4.5% | +8.1% | +5.6% |
| 3M | +5.9% | -6.9% | +12.8% | +8.8% |
| 6M | +33.1% | -10.6% | +43.6% | +37.3% |
| YTD | +33.6% | +37.2% | -3.6% | +9.6% |
| 1Y | +32.7% | +48.0% | -15.4% | +4.7% |
| 3Y | +85.0% | +52.6% | +32.5% | +39.3% |
| 5Y | +85.6% | +116.5% | -30.9% | +10.4% |
| 10Y | +198.8% | +334.9% | -136.1% | +19.3% |
| All | +1,285.4% | +2,965.0% | -1,679.6% | +232.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling