+67.5%
MET vs DHI
+21.1%
+46.4%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.7% | -1.3% | +0.1% |
| 7D | -0.5% | -3.4% | +2.9% | +0.1% |
| 30D | +0.5% | -5.4% | +5.9% | +1.4% |
| 3M | +11.6% | -10.4% | +22.0% | +13.3% |
| 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% | +28.5% |
| 3Y | +67.5% | +20.7% | +46.8% | +51.5% |
| All | +67.5% | +21.1% | +46.4% | +51.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling