+29.3%
HWM vs MET
+24.0%
+5.3%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | -2.2% | -8.5% | -10.1% |
| 7D | -9.2% | +1.1% | -10.3% | -9.2% |
| 30D | -17.9% | -2.3% | -15.5% | -17.3% |
| 3M | -6.0% | +13.9% | -19.9% | -8.4% |
| 6M | -7.4% | +34.8% | -42.2% | -14.0% |
| YTD | +13.1% | +23.5% | -10.4% | +5.9% |
| 1Y | +29.3% | +23.4% | +5.9% | +21.0% |
| All | +29.3% | +24.0% | +5.3% | +21.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling