+18.8%
BX vs MET
+82.9%
-64.1%
-49.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.2% | -3.9% | -3.8% |
| 7D | -5.7% | -0.8% | -4.9% | -5.1% |
| 30D | -8.9% | -1.4% | -7.5% | -8.0% |
| 3M | +8.4% | +12.5% | -4.1% | -2.4% |
| 6M | +18.9% | +37.1% | -18.2% | -9.1% |
| YTD | -13.6% | +23.8% | -37.4% | -28.0% |
| 1Y | -22.4% | +24.1% | -46.6% | -35.9% |
| 3Y | +26.0% | +65.2% | -39.2% | -18.2% |
| 5Y | +18.8% | +82.3% | -63.5% | -27.9% |
| All | +18.8% | +82.9% | -64.1% | -27.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling