+74.9%
MET vs SOXQ
+290.2%
-215.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SOXQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -0.8% | +5.2% | -6.0% | -1.9% |
| 30D | -1.4% | -0.5% | -0.9% | -1.4% |
| 3M | +12.5% | -5.6% | +18.1% | +12.3% |
| 6M | +37.1% | +53.0% | -15.9% | +18.1% |
| YTD | +23.8% | +68.8% | -45.0% | +3.4% |
| 1Y | +24.1% | +105.7% | -81.6% | -2.8% |
| 3Y | +65.2% | +240.5% | -175.3% | +6.3% |
| 5Y | +82.3% | +266.8% | -184.5% | +8.9% |
| All | +74.9% | +290.2% | -215.3% | +4.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SOXQ.
Daily Out/Under-Performance
Portfolio return minus SOXQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SOXQ 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 SOXQ 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