+326.1%
HWM vs MET
+75.0%
+251.2%
-36.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | -1.5% | +4.0% | +3.2% |
| 7D | +3.4% | -1.2% | +4.5% | +4.0% |
| 30D | -7.5% | +3.2% | -10.7% | -9.0% |
| 3M | -28.9% | -1.1% | -27.8% | -28.5% |
| 6M | -19.6% | +25.0% | -44.6% | -28.3% |
| YTD | +0.6% | +27.9% | -27.3% | -12.0% |
| 1Y | +0.3% | +32.9% | -32.6% | -14.4% |
| 3Y | +326.1% | +78.8% | +247.3% | +225.9% |
| All | +326.1% | +75.0% | +251.2% | +225.9% |
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