+32.7%
MET vs D
+15.6%
+17.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | D | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.2% | +0.5% | +0.7% |
| 7D | +4.5% | -1.4% | +5.8% | +4.7% |
| 30D | +3.5% | +7.7% | -4.2% | +2.2% |
| 3M | +5.9% | -0.3% | +6.2% | +5.8% |
| 6M | +33.1% | +10.1% | +23.0% | +30.8% |
| YTD | +33.6% | +19.1% | +14.5% | +30.3% |
| 1Y | +32.7% | +15.9% | +16.8% | +29.2% |
| All | +32.7% | +15.6% | +17.0% | +29.2% |
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