+82.7%
MET vs BNS
+94.7%
-11.9%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BNS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | 0.0% |
| 7D | -0.5% | -0.4% | -0.1% | -0.2% |
| 30D | +0.5% | +3.5% | -3.0% | -1.7% |
| 3M | +11.6% | +14.1% | -2.5% | +2.4% |
| 6M | +40.8% | +33.8% | +7.0% | +16.7% |
| YTD | +25.7% | +29.5% | -3.8% | +6.2% |
| 1Y | +24.4% | +48.4% | -24.0% | -3.8% |
| 3Y | +67.5% | +129.6% | -62.1% | -4.0% |
| All | +82.7% | +94.7% | -11.9% | +13.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BNS.
Daily Out/Under-Performance
Portfolio return minus BNS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BNS 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 BNS 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