+82.0%
MET vs DAR
-8.5%
+90.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +2.9% | -5.1% | -2.8% |
| 7D | +1.1% | -0.9% | +2.0% | +1.3% |
| 30D | -2.3% | +13.0% | -15.3% | -5.2% |
| 3M | +13.9% | +15.0% | -1.1% | +9.8% |
| 6M | +34.8% | +26.8% | +8.0% | +26.5% |
| YTD | +23.5% | +86.4% | -62.9% | +5.6% |
| 1Y | +23.4% | +115.1% | -91.7% | +1.2% |
| 3Y | +64.9% | +14.6% | +50.3% | +54.7% |
| 5Y | +82.0% | -8.8% | +90.8% | +76.1% |
| All | +82.0% | -8.5% | +90.6% | +76.1% |
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