+85.0%
MET vs BTI
+149.4%
-64.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.4% | -0.6% | +0.5% |
| 7D | +4.5% | +1.6% | +2.8% | +4.2% |
| 30D | +3.5% | +9.2% | -5.7% | +2.2% |
| 3M | +5.9% | +9.6% | -3.7% | +4.5% |
| 6M | +33.1% | -2.4% | +35.5% | +33.0% |
| YTD | +33.6% | +14.2% | +19.3% | +30.8% |
| 1Y | +32.7% | +20.3% | +12.4% | +29.0% |
| 3Y | +85.0% | +147.4% | -62.4% | +56.7% |
| All | +85.0% | +149.4% | -64.4% | +56.7% |
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