+82.7%
MET vs TDG
+126.1%
-43.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TDG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.2% | -0.8% | -0.1% |
| 7D | -0.5% | -1.9% | +1.4% | +0.3% |
| 30D | +0.5% | -7.7% | +8.2% | +3.8% |
| 3M | +11.6% | -9.3% | +20.9% | +15.7% |
| 6M | +40.8% | -9.4% | +50.2% | +45.2% |
| YTD | +25.7% | -14.3% | +39.9% | +32.4% |
| 1Y | +24.4% | -11.8% | +36.2% | +29.1% |
| 3Y | +67.5% | +52.0% | +15.5% | +32.0% |
| All | +82.7% | +126.1% | -43.3% | +16.7% |
Cumulative growth
Daily Returns
Daily percentage return beside TDG.
Daily Out/Under-Performance
Portfolio return minus TDG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TDG 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 TDG 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