+269.4%
HPE vs MET
+64.3%
+205.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +0.2% | +4.9% | +5.0% |
| 7D | +13.6% | -0.8% | +14.4% | +14.2% |
| 30D | +7.7% | -1.4% | +9.1% | +8.7% |
| 3M | +22.4% | +12.5% | +9.9% | +11.7% |
| 6M | +172.6% | +37.1% | +135.5% | +113.5% |
| YTD | +147.5% | +23.8% | +123.7% | +109.0% |
| 1Y | +151.8% | +24.1% | +127.7% | +112.4% |
| All | +269.4% | +64.3% | +205.1% | +158.2% |
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