+7.7%
DIS vs MET
+37.6%
-29.8%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.8% | -0.7% | -0.3% |
| 7D | +4.4% | +1.8% | +2.6% | +3.6% |
| 30D | +10.3% | +4.8% | +5.5% | +8.0% |
| 3M | +15.5% | +6.2% | +9.3% | +12.3% |
| 6M | +11.2% | +33.8% | -22.6% | -2.5% |
| YTD | +5.6% | +33.3% | -27.7% | -7.9% |
| 1Y | +7.7% | +36.3% | -28.6% | -7.7% |
| All | +7.7% | +37.6% | -29.8% | -7.7% |
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