+157.0%
HAL vs MET
+1,378.0%
-1,220.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.8% | -0.4% |
| 7D | -6.5% | +1.8% | -8.2% | -7.4% |
| 30D | -2.1% | +4.8% | -6.9% | -4.6% |
| 3M | -4.9% | +6.2% | -11.1% | -8.0% |
| 6M | -19.3% | +33.8% | -53.1% | -30.6% |
| YTD | +14.3% | +33.3% | -19.0% | -2.3% |
| 1Y | +17.3% | +36.3% | -19.0% | -0.9% |
| 3Y | -10.9% | +84.6% | -95.5% | -35.2% |
| 5Y | +47.4% | +87.7% | -40.3% | +7.0% |
| 10Y | -20.8% | +198.0% | -218.8% | -50.9% |
| All | +157.0% | +1,378.0% | -1,220.9% | +4.8% |
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