+8,393.4%
BLK vs MET
+1,272.5%
+7,121.0%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | -2.7% | -0.8% | -1.9% | -2.3% |
| 30D | -4.8% | -1.4% | -3.4% | -4.2% |
| 3M | +6.5% | +12.5% | -6.0% | +0.5% |
| 6M | +13.2% | +37.1% | -23.9% | -2.7% |
| YTD | +1.8% | +23.8% | -22.0% | -8.2% |
| 1Y | -1.0% | +24.1% | -25.1% | -10.9% |
| 3Y | +66.0% | +65.2% | +0.8% | +29.4% |
| 5Y | +31.2% | +82.3% | -51.0% | -2.6% |
| 10Y | +278.5% | +241.6% | +36.9% | +103.1% |
| All | +8,393.4% | +1,272.5% | +7,121.0% | +3,667.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling