+89.6%
DE vs MET
+85.6%
+4.0%
-19.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.8% | -1.5% | -1.1% |
| 7D | +0.3% | +4.5% | -4.2% | -1.3% |
| 30D | +3.6% | +3.5% | 0.0% | +2.1% |
| 3M | +10.2% | +5.9% | +4.3% | +7.7% |
| 6M | +16.6% | +33.1% | -16.5% | +3.5% |
| YTD | +45.8% | +33.6% | +12.2% | +28.6% |
| 1Y | +43.9% | +32.7% | +11.2% | +27.2% |
| 3Y | +89.6% | +85.0% | +4.6% | +44.1% |
| All | +89.6% | +85.6% | +4.0% | +44.1% |
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