+33.0%
BLK vs MET
+83.9%
-50.9%
-43.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -6.9% |
| 3M | +6.7% | +11.6% | -4.9% | -0.6% |
| 6M | +14.7% | +40.8% | -26.0% | -7.7% |
| YTD | +2.5% | +25.7% | -23.1% | -11.7% |
| 1Y | -2.8% | +24.4% | -27.1% | -15.9% |
| 3Y | +65.9% | +67.5% | -1.6% | +15.9% |
| All | +33.0% | +83.9% | -50.9% | -11.7% |
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