+65.0%
MET vs BN
+71.3%
-6.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.9% | +2.1% | +1.1% |
| 7D | -0.8% | -3.0% | +2.2% | +0.7% |
| 30D | -1.4% | -13.0% | +11.6% | +5.5% |
| 3M | +12.5% | -15.2% | +27.7% | +21.7% |
| 6M | +37.1% | -5.9% | +43.0% | +39.9% |
| YTD | +23.8% | -15.8% | +39.6% | +33.2% |
| 1Y | +24.1% | -12.2% | +36.3% | +30.1% |
| All | +65.0% | +71.3% | -6.3% | +32.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BN.
Daily Out/Under-Performance
Portfolio return minus BN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BN 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 3y: compounded portfolio wealth divided by compounded BN 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…
3y analysis · Full analysis span regression · 6 months rolling