+657.9%
HON vs MET
+1,269.7%
-611.8%
-65.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -2.2% | +1.5% | +0.2% |
| 7D | -0.8% | +1.1% | -2.0% | -1.3% |
| 30D | -15.2% | -2.3% | -12.8% | -14.5% |
| 3M | -6.0% | +13.9% | -19.9% | -10.8% |
| 6M | -14.9% | +34.8% | -49.7% | -24.3% |
| YTD | +3.2% | +23.5% | -20.4% | -5.4% |
| 1Y | 0.0% | +23.4% | -23.4% | -8.4% |
| 3Y | +21.5% | +64.9% | -43.4% | -1.3% |
| 5Y | +4.0% | +82.0% | -78.0% | -19.5% |
| 10Y | +138.4% | +244.4% | -106.0% | +41.9% |
| All | +657.9% | +1,269.7% | -611.8% | +167.1% |
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