+8.3%
DIS vs MET
+35.0%
-26.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +2.2% | +2.0% | +3.2% |
| 7D | +9.1% | +3.9% | +5.2% | +7.4% |
| 30D | +14.8% | +6.8% | +8.0% | +11.5% |
| 3M | +21.2% | +7.7% | +13.5% | +17.1% |
| 6M | +18.3% | +32.9% | -14.6% | +4.3% |
| YTD | +5.4% | +33.9% | -28.5% | -8.1% |
| 1Y | +8.3% | +33.0% | -24.8% | -5.4% |
| All | +8.3% | +35.0% | -26.8% | -5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling