+84.2%
MET vs XHB
+30.4%
+53.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.7% | +0.7% | -0.3% |
| 7D | +2.1% | -2.4% | +4.6% | +3.1% |
| 30D | +1.8% | +7.1% | -5.3% | -1.1% |
| 3M | +6.0% | -6.0% | +12.0% | +8.4% |
| 6M | +31.1% | +2.1% | +29.0% | +28.3% |
| YTD | +32.6% | -0.6% | +33.2% | +30.5% |
| 1Y | +30.5% | -3.3% | +33.7% | +29.9% |
| 3Y | +83.6% | +34.1% | +49.4% | +53.1% |
| 5Y | +84.2% | +28.6% | +55.6% | +50.2% |
| All | +84.2% | +30.4% | +53.8% | +50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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