+16,011.1%
STX vs MET
+617.8%
+15,393.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.6% | +8.0% | +7.0% |
| 7D | +2.4% | +1.2% | +1.2% | +1.8% |
| 30D | +1.4% | +1.4% | 0.0% | +0.7% |
| 3M | -8.2% | +17.7% | -25.9% | -14.8% |
| 6M | +127.0% | +35.0% | +92.0% | +99.4% |
| YTD | +209.1% | +26.3% | +182.9% | +177.4% |
| 1Y | +365.4% | +22.8% | +342.6% | +320.3% |
| 3Y | +1,135.4% | +65.9% | +1,069.5% | +884.1% |
| 5Y | +991.5% | +85.4% | +906.1% | +727.2% |
| 10Y | +3,695.8% | +253.7% | +3,442.1% | +2,044.8% |
| All | +16,011.1% | +617.8% | +15,393.3% | +5,438.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling