+225.0%
MET vs DOC
+14.9%
+210.1%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.8% | -2.9% |
| 7D | -0.5% | +6.2% | -6.7% | -3.0% |
| 30D | +3.3% | +6.5% | -3.2% | +0.5% |
| 3M | +4.2% | -6.2% | +10.5% | +6.8% |
| 6M | +27.3% | +25.6% | +1.7% | +13.9% |
| YTD | +29.8% | +32.1% | -2.3% | +12.8% |
| 1Y | +30.2% | +20.3% | +9.9% | +17.9% |
| 3Y | +77.6% | +42.7% | +34.8% | +45.0% |
| 5Y | +82.3% | -22.2% | +104.4% | +95.5% |
| All | +225.0% | +14.9% | +210.1% | +204.1% |
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