+86.1%
MET vs STT
+153.4%
-67.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.2% | -1.8% | -1.7% |
| 7D | +1.2% | +0.5% | +0.7% | +0.9% |
| 30D | +1.4% | +3.9% | -2.4% | -0.8% |
| 3M | +17.7% | +20.0% | -2.3% | +5.8% |
| 6M | +35.0% | +55.3% | -20.3% | +4.4% |
| YTD | +26.3% | +53.3% | -27.1% | -1.8% |
| 1Y | +22.8% | +74.7% | -51.9% | -11.6% |
| 3Y | +65.9% | +205.8% | -139.9% | -12.2% |
| All | +86.1% | +153.4% | -67.3% | -1.2% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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