+78.9%
MET vs DAR
-41.1%
+120.0%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.3% |
| 7D | -1.2% | -9.9% | +8.8% | +1.0% |
| 30D | +3.2% | -16.4% | +19.6% | +7.0% |
| 3M | -1.1% | -17.1% | +16.0% | +2.3% |
| 6M | +25.0% | -20.5% | +45.5% | +30.1% |
| YTD | +27.9% | +39.4% | -11.5% | +16.2% |
| 1Y | +32.9% | +57.2% | -24.4% | +17.2% |
| 3Y | +78.8% | +13.9% | +64.9% | +63.8% |
| All | +78.9% | -41.1% | +120.0% | +102.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 5y: compounded portfolio wealth divided by compounded DAR 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…
5y analysis · Full analysis span regression · 6 months rolling