+255.0%
MET vs DOC
-2.1%
+257.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.8% | +0.2% | -0.9% |
| 7D | +1.2% | -1.5% | +2.6% | +1.8% |
| 30D | +1.4% | -4.8% | +6.2% | +3.3% |
| 3M | +17.7% | +6.9% | +10.8% | +14.2% |
| 6M | +35.0% | +20.7% | +14.2% | +23.1% |
| YTD | +26.3% | +34.1% | -7.9% | +9.5% |
| 1Y | +22.8% | +22.6% | +0.2% | +10.4% |
| 3Y | +65.9% | +20.8% | +45.1% | +47.1% |
| 5Y | +85.4% | -24.9% | +110.2% | +102.1% |
| All | +255.0% | -2.1% | +257.1% | +221.3% |
Cumulative growth
Daily Returns
Daily percentage return beside DOC.
Daily Out/Under-Performance
Portfolio return minus DOC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOC 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 DOC 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