+23.4%
MET vs HAS
+16.8%
+6.6%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.4% | +0.2% | -1.6% |
| 7D | +1.1% | -3.1% | +4.2% | +1.9% |
| 30D | -2.3% | -2.7% | +0.4% | -1.7% |
| 3M | +13.9% | +8.9% | +5.0% | +11.6% |
| 6M | +34.8% | -2.9% | +37.7% | +34.8% |
| YTD | +23.5% | +12.6% | +10.9% | +17.5% |
| 1Y | +23.4% | +17.5% | +5.9% | +16.1% |
| All | +23.4% | +16.8% | +6.6% | +16.1% |
Cumulative growth
Daily Returns
Daily percentage return beside HAS.
Daily Out/Under-Performance
Portfolio return minus HAS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HAS 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 HAS 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