+82.3%
MET vs DOCU
-71.9%
+154.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.0% | -1.1% | -2.8% |
| 7D | -0.5% | -3.2% | +2.7% | -0.1% |
| 30D | +3.3% | +15.7% | -12.4% | +1.5% |
| 3M | +4.2% | +37.3% | -33.0% | +0.3% |
| 6M | +27.3% | +63.1% | -35.8% | +19.6% |
| YTD | +29.8% | +15.4% | +14.4% | +26.3% |
| 1Y | +30.2% | +11.3% | +18.9% | +27.1% |
| 3Y | +77.6% | +92.1% | -14.5% | +61.1% |
| 5Y | +82.3% | -70.5% | +152.8% | +73.2% |
| All | +82.3% | -71.9% | +154.1% | +73.2% |
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