+39.7%
HPQ vs MET
+80.5%
-40.8%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +0.2% | +4.7% | +4.8% |
| 7D | +2.2% | -0.8% | +3.0% | +2.7% |
| 30D | +9.7% | -1.4% | +11.1% | +10.6% |
| 3M | +32.7% | +12.5% | +20.2% | +23.4% |
| 6M | +77.7% | +37.1% | +40.6% | +46.1% |
| YTD | +51.0% | +23.8% | +27.2% | +31.8% |
| 1Y | +18.4% | +24.1% | -5.7% | +3.2% |
| 3Y | +25.6% | +65.2% | -39.6% | -9.3% |
| All | +39.7% | +80.5% | -40.8% | -6.5% |
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