-3.4%
HAL vs MET
+69.5%
-72.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.6% | +1.0% | +0.3% |
| 7D | +2.9% | +1.2% | +1.8% | +2.3% |
| 30D | +17.0% | +1.4% | +15.6% | +16.0% |
| 3M | -9.7% | +17.7% | -27.3% | -17.8% |
| 6M | +8.6% | +35.0% | -26.4% | -9.2% |
| YTD | +33.0% | +26.3% | +6.7% | +15.3% |
| 1Y | +68.3% | +22.8% | +45.5% | +48.0% |
| All | -3.4% | +69.5% | -72.9% | -27.1% |
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