+4,782.6%
DELL vs MET
+271.4%
+4,511.1%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.2% |
| 7D | +8.7% | -0.8% | +9.5% | +9.1% |
| 30D | +16.9% | -1.4% | +18.3% | +17.9% |
| 3M | +40.4% | +12.5% | +27.9% | +31.4% |
| 6M | +267.1% | +37.1% | +230.0% | +209.6% |
| YTD | +329.1% | +23.8% | +305.3% | +279.5% |
| 1Y | +346.9% | +24.1% | +322.8% | +293.8% |
| 3Y | +696.6% | +65.2% | +631.4% | +505.6% |
| 5Y | +1,106.2% | +82.3% | +1,023.9% | +771.6% |
| 10Y | +4,177.7% | +241.6% | +3,936.2% | +2,272.4% |
| All | +4,782.6% | +271.4% | +4,511.1% | +2,645.2% |
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