+87.6%
SMH vs MET
+25.8%
+61.8%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.4% | +1.1% | +1.4% |
| 7D | +0.3% | -0.5% | +0.8% | +0.3% |
| 30D | -2.8% | +0.5% | -3.3% | -2.9% |
| 3M | -6.7% | +11.6% | -18.3% | -8.3% |
| 6M | +41.8% | +40.8% | +1.0% | +27.8% |
| YTD | +57.9% | +25.7% | +32.2% | +46.1% |
| 1Y | +87.6% | +24.4% | +63.3% | +74.0% |
| All | +87.6% | +25.8% | +61.8% | +74.0% |
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 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