+1,198.5%
MET vs SU
+2,224.3%
-1,025.8%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.3% | +1.2% |
| 7D | -2.5% | +1.7% | -4.1% | -3.2% |
| 30D | 0.0% | +9.6% | -9.6% | -4.0% |
| 3M | +13.1% | +11.7% | +1.3% | +7.2% |
| 6M | +39.0% | +21.9% | +17.1% | +25.7% |
| YTD | +25.2% | +58.6% | -33.4% | +0.8% |
| 1Y | +25.6% | +66.5% | -40.9% | -1.3% |
| 3Y | +67.1% | +121.4% | -54.3% | +13.3% |
| 5Y | +85.1% | +355.7% | -270.6% | -13.6% |
| 10Y | +245.5% | +264.2% | -18.7% | +61.8% |
| All | +1,198.5% | +2,224.3% | -1,025.8% | +342.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 all: compounded portfolio wealth divided by compounded SU 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…
all analysis · Full analysis span regression · 6 months rolling