+96.2%
SMH vs MET
+24.0%
+72.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -1.6% | +4.2% | +2.7% |
| 7D | +2.5% | +1.2% | +1.4% | +2.4% |
| 30D | -0.5% | +1.4% | -1.9% | -0.6% |
| 3M | -9.6% | +17.7% | -27.3% | -12.4% |
| 6M | +42.1% | +35.0% | +7.1% | +29.9% |
| YTD | +57.4% | +26.3% | +31.2% | +46.0% |
| 1Y | +96.2% | +22.8% | +73.4% | +81.9% |
| All | +96.2% | +24.0% | +72.2% | +81.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling