+65.9%
BLK vs MET
+66.8%
-0.9%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.3% | +1.4% |
| 7D | -3.3% | -0.5% | -2.8% | -3.0% |
| 30D | -6.5% | +0.5% | -7.0% | -6.8% |
| 3M | +6.7% | +11.6% | -4.9% | -0.2% |
| 6M | +14.7% | +40.8% | -26.0% | -6.4% |
| YTD | +2.5% | +25.7% | -23.1% | -10.9% |
| 1Y | -2.8% | +24.4% | -27.1% | -15.1% |
| 3Y | +65.9% | +67.5% | -1.6% | +21.5% |
| All | +65.9% | +66.8% | -0.9% | +21.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling