+324.2%
SMH vs MET
+82.5%
+241.6%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +1.1% | -3.6% | -3.0% |
| 7D | +1.4% | -2.5% | +3.9% | +2.6% |
| 30D | -2.2% | 0.0% | -2.2% | -2.4% |
| 3M | -1.9% | +13.1% | -14.9% | -8.7% |
| 6M | +41.0% | +39.0% | +2.0% | +16.9% |
| YTD | +55.6% | +25.2% | +30.4% | +35.9% |
| 1Y | +86.8% | +25.6% | +61.2% | +62.1% |
| 3Y | +277.7% | +67.1% | +210.6% | +172.9% |
| 5Y | +324.2% | +85.1% | +239.0% | +191.9% |
| All | +324.2% | +82.5% | +241.6% | +191.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling