+35.3%
DLR vs MET
+82.8%
-47.5%
-48.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.2% | +2.8% | +1.3% |
| 7D | +3.4% | +1.1% | +2.3% | +3.0% |
| 30D | -2.2% | -2.3% | +0.1% | -1.6% |
| 3M | +4.7% | +13.9% | -9.2% | +0.4% |
| 6M | +9.0% | +34.8% | -25.8% | -0.9% |
| YTD | +24.1% | +23.5% | +0.6% | +15.6% |
| 1Y | +20.9% | +23.4% | -2.5% | +12.4% |
| 3Y | +60.0% | +64.9% | -4.8% | +32.9% |
| 5Y | +35.3% | +82.0% | -46.8% | +13.3% |
| All | +35.3% | +82.8% | -47.5% | +13.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling