+82.3%
MET vs XHB
+34.8%
+47.4%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.7% | +0.8% |
| 7D | -0.8% | -1.9% | +1.2% | 0.0% |
| 30D | -1.4% | -8.3% | +6.9% | +2.2% |
| 3M | +12.5% | -7.1% | +19.7% | +15.1% |
| 6M | +37.1% | -5.3% | +42.3% | +38.4% |
| YTD | +23.8% | -3.2% | +27.0% | +23.4% |
| 1Y | +24.1% | -13.9% | +38.0% | +30.2% |
| 3Y | +65.2% | +24.9% | +40.3% | +42.1% |
| 5Y | +82.3% | +34.5% | +47.7% | +46.4% |
| All | +82.3% | +34.8% | +47.4% | +46.4% |
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