+244.4%
MET vs CASY
+549.1%
-304.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -3.0% | +0.8% | -1.1% |
| 7D | +1.1% | -4.4% | +5.5% | +2.8% |
| 30D | -2.3% | -12.0% | +9.7% | +2.2% |
| 3M | +13.9% | -2.3% | +16.2% | +12.9% |
| 6M | +34.8% | +10.5% | +24.3% | +26.2% |
| YTD | +23.5% | +33.0% | -9.5% | +6.7% |
| 1Y | +23.4% | +41.1% | -17.7% | +3.3% |
| 3Y | +64.9% | +207.5% | -142.6% | -7.3% |
| 5Y | +82.0% | +290.7% | -208.7% | -11.7% |
| 10Y | +244.4% | +556.5% | -312.1% | +38.5% |
| All | +244.4% | +549.1% | -304.7% | +38.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CASY 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling