+52.6%
DOCS vs MET
+75.0%
-22.3%
-78.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -1.5% | -0.5% | -1.3% |
| 7D | -0.8% | -1.2% | +0.4% | -0.1% |
| 30D | +17.4% | +3.2% | +14.2% | +15.7% |
| 3M | +57.4% | -1.1% | +58.5% | +57.9% |
| 6M | +26.5% | +25.0% | +1.5% | +11.1% |
| YTD | -26.6% | +27.9% | -54.5% | -36.5% |
| 1Y | -48.1% | +32.9% | -80.9% | -56.2% |
| 3Y | +52.6% | +78.8% | -26.2% | -17.0% |
| All | +52.6% | +75.0% | -22.3% | -17.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling