+66.8%
MET vs BTG
+94.1%
-27.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.9% | +4.0% | +1.3% |
| 7D | -2.5% | -5.5% | +3.0% | -2.2% |
| 30D | 0.0% | +6.1% | -6.1% | -0.4% |
| 3M | +13.1% | +38.6% | -25.6% | +10.7% |
| 6M | +39.0% | +0.7% | +38.3% | +38.5% |
| YTD | +25.2% | +20.3% | +4.9% | +22.5% |
| 1Y | +25.6% | +25.0% | +0.6% | +21.6% |
| All | +66.8% | +94.1% | -27.3% | +51.3% |
Cumulative growth
Daily Returns
Daily percentage return beside BTG.
Daily Out/Under-Performance
Portfolio return minus BTG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTG 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 BTG 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