+85.1%
MET vs BTI
+116.2%
-31.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.0% | +0.2% | +0.8% |
| 7D | -2.5% | -2.0% | -0.5% | -1.9% |
| 30D | 0.0% | -3.4% | +3.4% | +1.0% |
| 3M | +13.1% | -9.0% | +22.1% | +16.1% |
| 6M | +39.0% | -5.0% | +44.0% | +40.4% |
| YTD | +25.2% | -0.3% | +25.5% | +24.0% |
| 1Y | +25.6% | +3.1% | +22.5% | +22.8% |
| 3Y | +67.1% | +111.0% | -43.9% | +18.4% |
| 5Y | +85.1% | +117.0% | -31.9% | +25.5% |
| All | +85.1% | +116.2% | -31.1% | +25.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling