+1,198.5%
MET vs DHI
+5,324.6%
-4,126.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DHI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -2.4% | +3.6% | +2.0% |
| 7D | -2.5% | -6.1% | +3.7% | -0.3% |
| 30D | 0.0% | -10.1% | +10.1% | +3.7% |
| 3M | +13.1% | -7.3% | +20.4% | +15.2% |
| 6M | +39.0% | -6.1% | +45.1% | +40.3% |
| YTD | +25.2% | -5.0% | +30.2% | +25.2% |
| 1Y | +25.6% | -22.1% | +47.7% | +34.1% |
| 3Y | +67.1% | +19.2% | +47.9% | +46.2% |
| 5Y | +85.1% | +59.4% | +25.7% | +39.2% |
| 10Y | +245.5% | +401.8% | -156.4% | +57.5% |
| All | +1,198.5% | +5,324.6% | -4,126.1% | +95.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling