+1,209.8%
MET vs BTI
+4,122.4%
-2,912.6%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BTI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.1% |
| 7D | +1.2% | -1.4% | +2.5% | +1.8% |
| 30D | +1.4% | -6.6% | +8.0% | +4.6% |
| 3M | +17.7% | -3.0% | +20.7% | +18.8% |
| 6M | +35.0% | -6.7% | +41.7% | +38.1% |
| YTD | +26.3% | +0.6% | +25.7% | +24.1% |
| 1Y | +22.8% | +5.6% | +17.2% | +17.4% |
| 3Y | +65.9% | +110.3% | -44.4% | +9.9% |
| 5Y | +85.4% | +114.3% | -28.9% | +20.4% |
| 10Y | +253.7% | +67.7% | +186.1% | +145.8% |
| All | +1,209.8% | +4,122.4% | -2,912.6% | +366.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling