+250.9%
DIS vs MET
+1,300.1%
-1,049.2%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.1% |
| 7D | -2.6% | +1.2% | -3.7% | -3.0% |
| 30D | +3.5% | +1.4% | +2.1% | +2.9% |
| 3M | +6.8% | +17.7% | -10.9% | +0.5% |
| 6M | +3.0% | +35.0% | -32.0% | -8.0% |
| YTD | -6.7% | +26.3% | -33.0% | -14.7% |
| 1Y | -10.1% | +22.8% | -32.9% | -17.1% |
| 3Y | +33.0% | +65.9% | -32.9% | +9.3% |
| 5Y | -40.0% | +85.4% | -125.4% | -52.9% |
| 10Y | +21.1% | +253.7% | -232.7% | -26.7% |
| All | +250.9% | +1,300.1% | -1,049.2% | +53.1% |
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 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