+286.8%
SMH vs MET
+64.3%
+222.5%
-35.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.2% | -0.1% | 0.0% |
| 7D | +4.3% | -0.8% | +5.1% | +4.6% |
| 30D | +0.9% | -1.4% | +2.2% | +1.3% |
| 3M | -2.8% | +12.5% | -15.3% | -8.5% |
| 6M | +45.6% | +37.1% | +8.5% | +23.7% |
| YTD | +59.5% | +23.8% | +35.7% | +41.9% |
| 1Y | +93.4% | +24.1% | +69.3% | +71.0% |
| All | +286.8% | +64.3% | +222.5% | +198.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling