+82.7%
MET vs SIRI
-41.5%
+124.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.9% | -0.6% | +0.2% |
| 7D | -0.5% | +0.6% | -1.0% | -0.6% |
| 30D | +0.5% | +2.5% | -2.0% | +0.1% |
| 3M | +11.6% | +6.6% | +5.0% | +10.4% |
| 6M | +40.8% | +32.9% | +7.9% | +34.3% |
| YTD | +25.7% | +50.5% | -24.8% | +17.4% |
| 1Y | +24.4% | +28.0% | -3.6% | +18.9% |
| 3Y | +67.5% | -22.4% | +89.9% | +65.6% |
| All | +82.7% | -41.5% | +124.2% | +83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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