+9,127.5%
QLD vs MET
+286.9%
+8,840.6%
-83.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.6% | +2.0% | +1.3% |
| 7D | +0.6% | +1.2% | -0.6% | -0.2% |
| 30D | -0.1% | +1.4% | -1.5% | -1.2% |
| 3M | -8.4% | +17.7% | -26.1% | -17.9% |
| 6M | +32.2% | +35.0% | -2.8% | +8.9% |
| YTD | +28.9% | +26.3% | +2.6% | +10.1% |
| 1Y | +43.8% | +22.8% | +21.0% | +24.5% |
| 3Y | +176.6% | +65.9% | +110.7% | +100.3% |
| 5Y | +121.6% | +85.4% | +36.2% | +52.0% |
| 10Y | +1,652.9% | +253.7% | +1,399.2% | +695.4% |
| All | +9,127.5% | +286.9% | +8,840.6% | +3,148.0% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 MET 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