+419.5%
HL vs MET
+64.3%
+355.2%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +0.2% | +1.7% | +1.8% |
| 7D | +0.4% | -0.8% | +1.1% | +0.6% |
| 30D | +18.8% | -1.4% | +20.2% | +19.3% |
| 3M | +43.7% | +12.5% | +31.2% | +37.5% |
| 6M | -1.0% | +37.1% | -38.1% | -12.0% |
| YTD | +8.7% | +23.8% | -15.1% | -0.2% |
| 1Y | +105.0% | +24.1% | +80.9% | +87.0% |
| All | +419.5% | +64.3% | +355.2% | +263.2% |
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