+156.9%
HAL vs MET
+1,317.8%
-1,160.9%
-93.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.5% | +1.2% | +0.5% |
| 7D | -12.0% | -1.2% | -10.8% | -11.5% |
| 30D | +0.3% | +3.2% | -2.9% | -1.5% |
| 3M | -1.6% | -1.1% | -0.5% | -1.5% |
| 6M | -20.5% | +25.0% | -45.5% | -29.3% |
| YTD | +14.2% | +27.9% | -13.7% | -0.3% |
| 1Y | +18.9% | +32.9% | -14.0% | +1.7% |
| 3Y | -13.7% | +78.8% | -92.5% | -36.3% |
| 5Y | +42.2% | +79.6% | -37.4% | +5.5% |
| 10Y | -16.7% | +228.1% | -244.8% | -50.0% |
| All | +156.9% | +1,317.8% | -1,160.9% | +6.9% |
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