+220.2%
MET vs DOC
+15.7%
+204.5%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.2% | -1.8% |
| 7D | -1.2% | +6.5% | -7.6% | -3.8% |
| 30D | +3.2% | +9.2% | -6.0% | -0.7% |
| 3M | -1.1% | -2.5% | +1.4% | -0.3% |
| 6M | +25.0% | +7.1% | +18.0% | +20.8% |
| YTD | +27.9% | +33.0% | -5.1% | +10.8% |
| 1Y | +32.9% | +23.3% | +9.6% | +18.9% |
| 3Y | +78.8% | +44.9% | +33.9% | +44.9% |
| 5Y | +79.6% | -21.6% | +101.2% | +92.0% |
| All | +220.2% | +15.7% | +204.5% | +198.7% |
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