+39.7%
HAL vs MET
+78.1%
-38.4%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.7% |
| 7D | -12.0% | -1.2% | -10.8% | -11.4% |
| 30D | +0.3% | +3.2% | -2.9% | -2.3% |
| 3M | -1.6% | -1.1% | -0.5% | -1.6% |
| 6M | -20.5% | +25.0% | -45.5% | -32.8% |
| YTD | +14.2% | +27.9% | -13.7% | -5.9% |
| 1Y | +18.9% | +32.9% | -14.0% | -5.1% |
| 3Y | -13.7% | +78.8% | -92.5% | -46.8% |
| All | +39.7% | +78.1% | -38.4% | -14.4% |
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