+184.6%
MET vs DOCU
+112.5%
+72.0%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.8% | 0.0% | +0.7% |
| 7D | +4.5% | +4.1% | +0.4% | +4.0% |
| 30D | +3.5% | +7.4% | -3.8% | +2.7% |
| 3M | +5.9% | +26.0% | -20.1% | +3.2% |
| 6M | +33.1% | +79.2% | -46.1% | +24.5% |
| YTD | +33.6% | +18.1% | +15.5% | +29.9% |
| 1Y | +32.7% | +20.5% | +12.2% | +28.7% |
| 3Y | +85.0% | +96.4% | -11.4% | +68.7% |
| 5Y | +85.6% | -69.5% | +155.1% | +88.2% |
| All | +184.6% | +112.5% | +72.0% | +110.1% |
Cumulative growth
Daily Returns
Daily percentage return beside DOCU.
Daily Out/Under-Performance
Portfolio return minus DOCU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DOCU 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 DOCU 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