+83.6%
MET vs HAS
+214.9%
-131.3%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.0% | +1.0% | -0.5% |
| 7D | +2.1% | +1.6% | +0.5% | +1.7% |
| 30D | +1.8% | +26.6% | -24.8% | -4.5% |
| 3M | +6.0% | +29.0% | -23.0% | -1.1% |
| 6M | +31.1% | +30.6% | +0.5% | +21.4% |
| YTD | +32.6% | +51.5% | -19.0% | +17.1% |
| 1Y | +30.5% | +58.5% | -28.0% | +13.7% |
| All | +83.6% | +214.9% | -131.3% | +36.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling