+86.4%
MET vs DOCU
-78.0%
+164.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.7% | -5.3% | -2.0% |
| 7D | +1.2% | +6.9% | -5.7% | +0.4% |
| 30D | +1.4% | +19.0% | -17.6% | -0.7% |
| 3M | +17.7% | +34.3% | -16.6% | +13.4% |
| 6M | +35.0% | +48.0% | -13.0% | +28.1% |
| YTD | +26.3% | 0.0% | +26.3% | +25.0% |
| 1Y | +22.8% | -10.3% | +33.1% | +22.7% |
| 3Y | +65.9% | +32.4% | +33.5% | +56.6% |
| All | +86.4% | -78.0% | +164.4% | +85.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling