+193.4%
MCD vs MET
+197.3%
-3.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.8% | -1.4% | -0.8% |
| 7D | -1.6% | +4.5% | -6.1% | -2.9% |
| 30D | +14.1% | +3.5% | +10.6% | +13.0% |
| 3M | +0.6% | +5.9% | -5.3% | -1.2% |
| 6M | 0.0% | +33.1% | -33.0% | -8.3% |
| YTD | -9.3% | +33.6% | -42.8% | -17.3% |
| 1Y | -9.3% | +32.7% | -42.0% | -17.2% |
| 3Y | +8.6% | +85.0% | -76.4% | -12.9% |
| 5Y | +21.9% | +85.6% | -63.7% | -4.0% |
| All | +193.4% | +197.3% | -3.9% | +74.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling