+243.8%
MET vs DHI
+414.5%
-170.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | -0.1% |
| 7D | -0.5% | -3.4% | +2.9% | +0.5% |
| 30D | +0.5% | -5.4% | +5.9% | +2.1% |
| 3M | +11.6% | -10.4% | +22.0% | +14.6% |
| 6M | +40.8% | -2.8% | +43.6% | +40.3% |
| YTD | +25.7% | -3.4% | +29.1% | +25.0% |
| 1Y | +24.4% | -22.9% | +47.3% | +32.2% |
| 3Y | +67.5% | +20.7% | +46.8% | +46.9% |
| 5Y | +85.8% | +62.1% | +23.7% | +40.1% |
| All | +243.8% | +414.5% | -170.7% | +66.7% |
Cumulative growth
Daily Returns
Daily percentage return beside DHI.
Daily Out/Under-Performance
Portfolio return minus DHI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DHI 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 DHI 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