+12.0%
HON vs MET
+85.0%
-73.0%
-23.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.8% | -0.9% | -0.5% |
| 7D | +1.4% | +4.5% | -3.0% | -0.5% |
| 30D | +7.5% | +3.5% | +3.9% | +5.9% |
| 3M | -4.3% | +5.9% | -10.3% | -6.9% |
| 6M | -1.5% | +33.1% | -34.6% | -13.9% |
| YTD | +10.5% | +33.6% | -23.0% | -3.9% |
| 1Y | +8.5% | +32.7% | -24.1% | -5.4% |
| 3Y | +28.0% | +85.0% | -57.0% | -6.6% |
| All | +12.0% | +85.0% | -73.0% | -19.5% |
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