-8.5%
BX vs MET
+35.0%
-43.5%
-36.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.2% | +2.2% | +4.0% | +4.6% |
| 7D | +8.3% | +3.9% | +4.4% | +5.4% |
| 30D | +13.5% | +6.8% | +6.7% | +8.2% |
| 3M | -7.6% | +7.7% | -15.3% | -12.9% |
| 6M | +4.0% | +32.9% | -28.9% | -17.9% |
| YTD | -15.2% | +33.9% | -49.1% | -33.0% |
| 1Y | -8.5% | +33.0% | -41.5% | -27.6% |
| All | -8.5% | +35.0% | -43.5% | -27.6% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 1y: compounded portfolio wealth divided by compounded MET 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…
1y analysis · Full analysis span regression · 6 months rolling