+3,621.5%
STX vs MET
+245.0%
+3,376.5%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.1% |
| 7D | +9.6% | -0.8% | +10.3% | +9.8% |
| 30D | +10.6% | -1.4% | +12.0% | +11.0% |
| 3M | +4.8% | +12.5% | -7.7% | -2.2% |
| 6M | +137.3% | +37.1% | +100.2% | +100.1% |
| YTD | +222.5% | +23.8% | +198.7% | +184.2% |
| 1Y | +366.2% | +24.1% | +342.1% | +307.8% |
| 3Y | +1,352.9% | +65.2% | +1,287.7% | +985.5% |
| 5Y | +1,077.4% | +82.3% | +995.2% | +729.8% |
| 10Y | +3,621.5% | +241.6% | +3,379.9% | +1,718.2% |
| All | +3,621.5% | +245.0% | +3,376.5% | +1,718.2% |
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