+199.7%
MET vs SUI
+120.9%
+78.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.8% |
| 7D | 0.0% | -2.4% | +2.5% | +1.0% |
| 30D | +3.4% | +3.3% | 0.0% | +1.9% |
| 3M | +7.0% | +0.7% | +6.3% | +6.3% |
| 6M | +34.6% | -4.1% | +38.8% | +36.2% |
| YTD | +34.0% | -1.8% | +35.8% | +34.1% |
| 1Y | +35.9% | -4.1% | +40.0% | +37.2% |
| 3Y | +85.5% | +17.4% | +68.1% | +69.7% |
| 5Y | +87.8% | -27.0% | +114.8% | +104.7% |
| 10Y | +199.7% | +121.2% | +78.5% | +201.5% |
| All | +199.7% | +120.9% | +78.8% | +201.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling