+243.8%
MET vs SYY
+116.5%
+127.3%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.1% | -0.7% | -0.2% |
| 7D | -0.5% | +3.9% | -4.4% | -2.4% |
| 30D | +0.5% | -1.7% | +2.2% | +1.3% |
| 3M | +11.6% | +5.2% | +6.4% | +8.6% |
| 6M | +40.8% | -0.2% | +41.0% | +39.1% |
| YTD | +25.7% | +15.4% | +10.3% | +14.1% |
| 1Y | +24.4% | +5.6% | +18.8% | +18.1% |
| 3Y | +67.5% | +28.9% | +38.6% | +40.6% |
| 5Y | +85.8% | +24.1% | +61.7% | +56.5% |
| All | +243.8% | +116.5% | +127.3% | +135.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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