+23.9%
MET vs IBB
+45.7%
-21.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | 0.0% | -1.7% |
| 7D | +1.1% | -1.7% | +2.8% | +1.5% |
| 30D | -2.3% | +4.9% | -7.2% | -3.4% |
| 3M | +13.9% | +24.2% | -10.3% | +7.7% |
| 6M | +34.8% | +23.8% | +11.0% | +27.2% |
| YTD | +23.5% | +23.0% | +0.6% | +16.4% |
| All | +23.9% | +45.7% | -21.8% | +12.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 IBB 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