+243.8%
MET vs HALO
+979.6%
-735.8%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HALO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.2% | +0.3% |
| 7D | -0.5% | -2.7% | +2.2% | 0.0% |
| 30D | +0.5% | +5.3% | -4.8% | -0.5% |
| 3M | +11.6% | +51.6% | -40.0% | +3.0% |
| 6M | +40.8% | +61.3% | -20.5% | +28.2% |
| YTD | +25.7% | +59.3% | -33.6% | +14.3% |
| 1Y | +24.4% | +38.3% | -13.9% | +15.9% |
| 3Y | +67.5% | +185.9% | -118.4% | +30.7% |
| 5Y | +85.8% | +159.9% | -74.1% | +44.2% |
| All | +243.8% | +979.6% | -735.8% | +100.9% |
Cumulative growth
Daily Returns
Daily percentage return beside HALO.
Daily Out/Under-Performance
Portfolio return minus HALO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HALO 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 10y: compounded portfolio wealth divided by compounded HALO 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…
10y analysis · Full analysis span regression · 6 months rolling