+145.0%
SBUX vs MET
+197.3%
-52.3%
-43.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.8% | -0.9% | -0.5% |
| 7D | +1.6% | +4.5% | -2.9% | -0.4% |
| 30D | +14.8% | +3.5% | +11.3% | +13.1% |
| 3M | -0.8% | +5.9% | -6.7% | -3.4% |
| 6M | +2.2% | +33.1% | -30.8% | -10.6% |
| YTD | +29.5% | +33.6% | -4.1% | +12.5% |
| 1Y | +27.0% | +32.7% | -5.7% | +10.7% |
| 3Y | +10.9% | +85.0% | -74.1% | -18.2% |
| 5Y | +7.4% | +85.6% | -78.2% | -22.1% |
| All | +145.0% | +197.3% | -52.3% | +25.3% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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