+226.8%
SOXX vs MET
+66.8%
+160.0%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.4% | +1.5% | +1.7% |
| 7D | +1.4% | -0.5% | +1.9% | +1.6% |
| 30D | -3.6% | +0.5% | -4.1% | -4.0% |
| 3M | -10.2% | +11.6% | -21.8% | -15.7% |
| 6M | +54.2% | +40.8% | +13.5% | +26.5% |
| YTD | +75.2% | +25.7% | +49.5% | +52.3% |
| 1Y | +107.5% | +24.4% | +83.1% | +80.6% |
| 3Y | +226.8% | +67.5% | +159.3% | +141.6% |
| All | +226.8% | +66.8% | +160.0% | +141.6% |
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 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