+39.3%
DOCS vs MET
+31.7%
+7.6%
-31.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +2.2% | +4.1% | +6.5% |
| 7D | +1.2% | +3.9% | -2.6% | +1.5% |
| 30D | +21.3% | +6.8% | +14.5% | +22.3% |
| 3M | +58.4% | +7.7% | +50.7% | +57.5% |
| 6M | +39.3% | +32.9% | +6.4% | +47.2% |
| All | +39.3% | +31.7% | +7.6% | +47.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling