-5.2%
SBUX vs MET
+82.9%
-88.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +0.2% | -2.1% | -2.0% |
| 7D | -6.3% | -0.8% | -5.5% | -6.0% |
| 30D | -3.9% | -1.4% | -2.5% | -3.3% |
| 3M | +3.3% | +12.5% | -9.2% | -2.3% |
| 6M | +1.4% | +37.1% | -35.7% | -12.4% |
| YTD | +21.0% | +23.8% | -2.8% | +9.0% |
| 1Y | +22.4% | +24.1% | -1.7% | +9.7% |
| 3Y | +13.2% | +65.2% | -52.0% | -12.0% |
| 5Y | -5.2% | +82.3% | -87.4% | -28.8% |
| All | -5.2% | +82.9% | -88.1% | -28.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling