+33.0%
MET vs DRI
+34.0%
-1.0%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +5.1% | -2.9% | +1.2% |
| 7D | +3.9% | +6.5% | -2.6% | +2.7% |
| 30D | +6.8% | +16.4% | -9.6% | +4.0% |
| 3M | +7.7% | +13.6% | -6.0% | +5.0% |
| 6M | +32.9% | +22.0% | +10.9% | +27.1% |
| YTD | +33.9% | +29.3% | +4.6% | +22.5% |
| 1Y | +33.0% | +32.0% | +1.0% | +19.9% |
| All | +33.0% | +34.0% | -1.0% | +19.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 1y: compounded portfolio wealth divided by compounded DRI 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…
1y analysis · Full analysis span regression · 6 months rolling