+238.2%
HL vs MET
+82.5%
+155.6%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | +1.1% | -5.1% | -4.4% |
| 7D | -5.6% | -2.5% | -3.1% | -4.7% |
| 30D | +12.7% | 0.0% | +12.8% | +12.6% |
| 3M | +42.5% | +13.1% | +29.5% | +35.2% |
| 6M | -9.0% | +39.0% | -48.0% | -20.8% |
| YTD | +4.4% | +25.2% | -20.8% | -5.8% |
| 1Y | +82.7% | +25.6% | +57.0% | +64.0% |
| 3Y | +406.3% | +67.1% | +339.2% | +283.9% |
| 5Y | +238.2% | +85.1% | +153.0% | +150.3% |
| All | +238.2% | +82.5% | +155.6% | +150.3% |
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 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