+65.0%
MET vs BTI
+105.9%
-41.0%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.4% |
| 7D | -0.8% | -2.4% | +1.7% | -0.4% |
| 30D | -1.4% | -4.8% | +3.4% | -0.6% |
| 3M | +12.5% | -8.1% | +20.6% | +13.9% |
| 6M | +37.1% | -4.2% | +41.3% | +37.9% |
| YTD | +23.8% | -1.3% | +25.1% | +23.7% |
| 1Y | +24.1% | +2.1% | +22.0% | +23.4% |
| All | +65.0% | +105.9% | -41.0% | +38.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling