+185.2%
MET vs DOCU
+111.8%
+73.4%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DOCU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.2% | +2.0% | +2.2% |
| 7D | +3.9% | -3.7% | +7.6% | +4.3% |
| 30D | +6.8% | +15.0% | -8.1% | +5.2% |
| 3M | +7.7% | +39.9% | -32.2% | +3.7% |
| 6M | +32.9% | +66.2% | -33.2% | +25.3% |
| YTD | +33.9% | +17.7% | +16.2% | +30.3% |
| 1Y | +33.0% | +13.7% | +19.3% | +29.8% |
| 3Y | +83.2% | +95.9% | -12.7% | +67.0% |
| 5Y | +88.2% | -71.7% | +159.9% | +92.1% |
| All | +185.2% | +111.8% | +73.4% | +110.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling