+1,817.6%
SMH vs MET
+249.3%
+1,568.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.3% |
| 7D | +0.3% | -0.5% | +0.8% | +0.5% |
| 30D | -2.8% | +0.5% | -3.3% | -3.2% |
| 3M | -6.7% | +11.6% | -18.3% | -12.4% |
| 6M | +41.8% | +40.8% | +1.0% | +18.5% |
| YTD | +57.9% | +25.7% | +32.2% | +39.0% |
| 1Y | +87.6% | +24.4% | +63.3% | +65.5% |
| 3Y | +282.9% | +67.5% | +215.5% | +187.4% |
| 5Y | +330.4% | +85.8% | +244.6% | +204.7% |
| All | +1,817.6% | +249.3% | +1,568.3% | +881.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling