+30.5%
DOW vs MET
+25.8%
+4.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.1% | -0.3% | +0.7% |
| 7D | -2.4% | -2.5% | +0.1% | -2.0% |
| 30D | -4.1% | 0.0% | -4.1% | -4.1% |
| 3M | -12.4% | +13.1% | -25.5% | -14.3% |
| 6M | -10.6% | +39.0% | -49.6% | -17.6% |
| YTD | +31.1% | +25.2% | +5.9% | +27.7% |
| 1Y | +30.5% | +25.6% | +4.9% | +26.6% |
| All | +30.5% | +25.8% | +4.7% | +26.6% |
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