+84.3%
MET vs SUI
-27.1%
+111.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.7% | -0.3% | -0.8% |
| 7D | +2.1% | -3.8% | +6.0% | +3.5% |
| 30D | +1.8% | +3.9% | -2.1% | +0.3% |
| 3M | +6.0% | +0.2% | +5.8% | +5.6% |
| 6M | +31.1% | -4.2% | +35.3% | +32.5% |
| YTD | +32.6% | -2.5% | +35.1% | +33.0% |
| 1Y | +30.5% | -4.0% | +34.5% | +31.6% |
| 3Y | +83.6% | +16.5% | +67.0% | +70.8% |
| All | +84.3% | -27.1% | +111.4% | +98.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling