+498.2%
HCA vs MET
+249.3%
+248.9%
-54.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.4% | +1.0% | +1.2% |
| 7D | +5.4% | -0.5% | +5.9% | +5.6% |
| 30D | +3.0% | +0.5% | +2.5% | +2.7% |
| 3M | +13.0% | +11.6% | +1.4% | +7.5% |
| 6M | -20.3% | +40.8% | -61.0% | -31.8% |
| YTD | -8.2% | +25.7% | -33.9% | -17.9% |
| 1Y | +6.7% | +24.4% | -17.7% | -4.4% |
| 3Y | +60.4% | +67.5% | -7.1% | +20.8% |
| 5Y | +73.4% | +85.8% | -12.4% | +22.2% |
| All | +498.2% | +249.3% | +248.9% | +235.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling