+255.1%
MET vs SUI
+108.4%
+146.7%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | +1.2% | -2.8% | +4.0% | +2.2% |
| 30D | +1.4% | -1.2% | +2.6% | +1.8% |
| 3M | +17.7% | -1.7% | +19.4% | +18.3% |
| 6M | +35.0% | -10.5% | +45.5% | +40.4% |
| YTD | +26.3% | -1.8% | +28.1% | +26.7% |
| 1Y | +22.8% | -4.1% | +26.9% | +24.2% |
| 3Y | +65.9% | +11.3% | +54.7% | +55.8% |
| 5Y | +85.4% | -32.1% | +117.5% | +107.6% |
| All | +255.1% | +108.4% | +146.7% | +281.5% |
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