+78.9%
MET vs IBB
+37.5%
+41.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -2.2% |
| 7D | -1.2% | -1.8% | +0.7% | -0.4% |
| 30D | +3.2% | +5.1% | -1.9% | +0.9% |
| 3M | -1.1% | +10.7% | -11.8% | -6.0% |
| 6M | +25.0% | +22.9% | +2.1% | +13.0% |
| YTD | +27.9% | +26.7% | +1.2% | +13.5% |
| 1Y | +32.9% | +35.1% | -2.2% | +14.2% |
| 3Y | +78.8% | +80.2% | -1.4% | +32.0% |
| All | +78.9% | +37.5% | +41.4% | +34.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling