+86.8%
MET vs DOCU
-69.8%
+156.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.1% | +0.9% | +0.8% |
| 7D | +1.8% | -3.4% | +5.1% | +2.2% |
| 30D | +4.8% | +9.3% | -4.5% | +3.7% |
| 3M | +6.2% | +30.2% | -24.0% | +2.8% |
| 6M | +33.8% | +62.1% | -28.3% | +25.7% |
| YTD | +33.3% | +13.5% | +19.8% | +29.9% |
| 1Y | +36.3% | +11.5% | +24.8% | +33.0% |
| 3Y | +84.6% | +89.5% | -4.9% | +67.6% |
| All | +86.8% | -69.8% | +156.7% | +78.4% |
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