+243.8%
MET vs BTI
+73.8%
+170.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.7% | -0.3% | +0.1% |
| 7D | -0.5% | -0.2% | -0.3% | -0.4% |
| 30D | +0.5% | -1.1% | +1.6% | +0.9% |
| 3M | +11.6% | -8.8% | +20.4% | +15.4% |
| 6M | +40.8% | -4.0% | +44.7% | +41.9% |
| YTD | +25.7% | +0.4% | +25.3% | +23.9% |
| 1Y | +24.4% | +1.9% | +22.4% | +21.5% |
| 3Y | +67.5% | +108.5% | -41.0% | +16.1% |
| 5Y | +85.8% | +118.5% | -32.7% | +25.0% |
| All | +243.8% | +73.8% | +170.0% | +133.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BTI.
Daily Out/Under-Performance
Portfolio return minus BTI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BTI 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 10y: compounded portfolio wealth divided by compounded BTI 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…
10y analysis · Full analysis span regression · 6 months rolling