+1,183.9%
MET vs BDX
+1,217.8%
-33.9%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | -0.8% | -4.1% | +3.4% | +1.3% |
| 30D | -1.4% | +0.1% | -1.5% | -1.5% |
| 3M | +12.5% | +18.3% | -5.7% | +3.0% |
| 6M | +37.1% | +10.1% | +27.0% | +29.5% |
| YTD | +23.8% | +19.4% | +4.3% | +12.0% |
| 1Y | +24.1% | +22.3% | +1.8% | +10.7% |
| 3Y | +65.2% | -9.4% | +74.6% | +66.8% |
| 5Y | +82.3% | -2.0% | +84.3% | +74.0% |
| 10Y | +241.6% | +59.6% | +182.0% | +137.4% |
| All | +1,183.9% | +1,217.8% | -33.9% | +309.7% |
Cumulative growth
Daily Returns
Daily percentage return beside BDX.
Daily Out/Under-Performance
Portfolio return minus BDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BDX 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 BDX 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