+241.6%
MET vs DRI
+348.4%
-106.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.9% |
| 7D | -0.8% | -4.8% | +4.1% | +1.3% |
| 30D | -1.4% | -3.9% | +2.5% | +0.1% |
| 3M | +12.5% | +5.1% | +7.4% | +9.6% |
| 6M | +37.1% | +5.5% | +31.6% | +32.8% |
| YTD | +23.8% | +16.5% | +7.3% | +14.3% |
| 1Y | +24.1% | +2.0% | +22.1% | +21.0% |
| 3Y | +65.2% | +54.5% | +10.7% | +32.3% |
| 5Y | +82.3% | +66.6% | +15.7% | +38.1% |
| 10Y | +241.6% | +353.6% | -112.0% | +67.4% |
| All | +241.6% | +348.4% | -106.9% | +67.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling