+292.1%
MET vs XHB
+173.9%
+118.2%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +1.0% | -2.6% | -2.3% |
| 7D | +1.2% | -1.3% | +2.4% | +2.1% |
| 30D | +1.4% | -6.9% | +8.3% | +6.6% |
| 3M | +17.7% | -1.3% | +19.0% | +16.9% |
| 6M | +35.0% | -6.8% | +41.8% | +38.7% |
| YTD | +26.3% | +0.7% | +25.6% | +21.7% |
| 1Y | +22.8% | -11.2% | +34.1% | +29.4% |
| 3Y | +65.9% | +25.3% | +40.6% | +27.2% |
| 5Y | +85.4% | +37.3% | +48.0% | +25.3% |
| 10Y | +253.7% | +211.5% | +42.2% | +18.5% |
| All | +292.1% | +173.9% | +118.2% | -16.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling