+33.0%
MET vs D
+23.9%
+9.1%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +4.4% | -2.2% | +1.5% |
| 7D | +3.9% | +8.5% | -4.6% | +2.5% |
| 30D | +6.8% | +14.3% | -7.5% | +4.6% |
| 3M | +7.7% | +1.8% | +5.9% | +7.2% |
| 6M | +32.9% | +13.0% | +19.9% | +30.2% |
| YTD | +33.9% | +22.7% | +11.1% | +30.8% |
| 1Y | +33.0% | +22.6% | +10.4% | +30.2% |
| All | +33.0% | +23.9% | +9.1% | +30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside D.
Daily Out/Under-Performance
Portfolio return minus D return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × D 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 D 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