+19.0%
DLR vs MET
+24.0%
-5.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +1.9% | +0.7% |
| 7D | +1.6% | +1.2% | +0.4% | +1.3% |
| 30D | -3.4% | +1.4% | -4.8% | -3.7% |
| 3M | +0.5% | +17.7% | -17.2% | -3.0% |
| 6M | +4.6% | +35.0% | -30.4% | -1.3% |
| YTD | +23.4% | +26.3% | -2.9% | +16.7% |
| 1Y | +19.0% | +22.8% | -3.8% | +13.5% |
| All | +19.0% | +24.0% | -5.0% | +13.5% |
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