+113.0%
DAL vs MET
+85.7%
+27.3%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -1.0% | -4.2% | -4.3% |
| 7D | +1.4% | +2.1% | -0.7% | -0.4% |
| 30D | +9.1% | +1.8% | +7.3% | +7.7% |
| 3M | -3.5% | +6.0% | -9.5% | -8.3% |
| 6M | +23.4% | +31.1% | -7.7% | -3.2% |
| YTD | +26.0% | +32.6% | -6.5% | -2.5% |
| 1Y | +44.6% | +30.5% | +14.2% | +13.6% |
| 3Y | +162.7% | +83.6% | +79.2% | +51.6% |
| 5Y | +113.0% | +84.2% | +28.8% | +21.8% |
| All | +113.0% | +85.7% | +27.3% | +21.8% |
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