+1,269.2%
SMH vs MET
+868.8%
+400.4%
-85.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -2.2% | +3.4% | +2.0% |
| 7D | +5.2% | +1.1% | +4.1% | +4.7% |
| 30D | -1.5% | -2.3% | +0.8% | -0.8% |
| 3M | -4.1% | +13.9% | -18.0% | -9.1% |
| 6M | +50.8% | +34.8% | +16.0% | +34.1% |
| YTD | +59.3% | +23.5% | +35.8% | +46.0% |
| 1Y | +94.1% | +23.4% | +70.7% | +77.5% |
| 3Y | +286.7% | +64.9% | +221.8% | +216.3% |
| 5Y | +339.4% | +82.0% | +257.4% | +245.4% |
| 10Y | +1,803.3% | +244.4% | +1,558.9% | +1,048.2% |
| All | +1,269.2% | +868.8% | +400.4% | +370.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling