+8,652.1%
STX vs MET
+626.8%
+8,025.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.6% |
| 7D | -28.5% | -1.2% | -27.3% | -28.1% |
| 30D | -42.9% | +3.2% | -46.1% | -43.7% |
| 3M | -45.9% | -1.1% | -44.8% | -45.9% |
| 6M | -41.3% | +25.0% | -66.3% | -47.0% |
| YTD | +67.9% | +27.9% | +40.1% | +49.6% |
| 1Y | +66.5% | +32.9% | +33.6% | +46.0% |
| 3Y | +588.0% | +78.8% | +509.2% | +431.3% |
| 5Y | +449.1% | +79.6% | +369.5% | +320.6% |
| 10Y | +1,982.8% | +228.1% | +1,754.8% | +1,107.3% |
| All | +8,652.1% | +626.8% | +8,025.3% | +2,886.8% |
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 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