+99.4%
XBI vs MET
+66.8%
+32.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.4% | -0.8% | -0.5% |
| 7D | -4.6% | -0.5% | -4.2% | -4.5% |
| 30D | -2.0% | +0.5% | -2.5% | -2.3% |
| 3M | +17.8% | +11.6% | +6.2% | +12.5% |
| 6M | +23.7% | +40.8% | -17.1% | +7.4% |
| YTD | +28.2% | +25.7% | +2.6% | +15.8% |
| 1Y | +64.0% | +24.4% | +39.6% | +48.2% |
| 3Y | +99.4% | +67.5% | +31.9% | +43.7% |
| All | +99.4% | +66.8% | +32.6% | +43.7% |
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 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