+11.3%
SBUX vs MET
+66.8%
-55.5%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.4% | -0.9% | -0.6% |
| 7D | -5.5% | -0.5% | -5.0% | -5.3% |
| 30D | -8.5% | +0.5% | -9.0% | -8.7% |
| 3M | -2.9% | +11.6% | -14.5% | -7.6% |
| 6M | -1.5% | +40.8% | -42.3% | -15.4% |
| YTD | +19.4% | +25.7% | -6.3% | +7.3% |
| 1Y | +22.9% | +24.4% | -1.4% | +10.6% |
| 3Y | +11.3% | +67.5% | -56.2% | -8.7% |
| All | +11.3% | +66.8% | -55.5% | -8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling