+366.2%
STX vs MET
+23.2%
+343.0%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +0.2% | -2.2% | -2.0% |
| 7D | +9.6% | -0.8% | +10.3% | +9.4% |
| 30D | +10.6% | -1.4% | +12.0% | +10.4% |
| 3M | +4.8% | +12.5% | -7.7% | +6.5% |
| 6M | +137.3% | +37.1% | +100.2% | +135.3% |
| YTD | +222.5% | +23.8% | +198.7% | +218.5% |
| 1Y | +366.2% | +24.1% | +342.1% | +358.5% |
| All | +366.2% | +23.2% | +343.0% | +358.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling