+1,209.8%
MET vs HAS
+1,019.1%
+190.7%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HAS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.5% | -1.1% | -1.4% |
| 7D | +1.2% | -1.8% | +3.0% | +1.9% |
| 30D | +1.4% | +2.3% | -0.9% | +0.4% |
| 3M | +17.7% | +10.4% | +7.3% | +12.3% |
| 6M | +35.0% | -3.2% | +38.2% | +35.0% |
| YTD | +26.3% | +15.4% | +10.9% | +16.9% |
| 1Y | +22.8% | +18.8% | +4.0% | +12.0% |
| 3Y | +65.9% | +43.9% | +22.0% | +33.8% |
| 5Y | +85.4% | +13.9% | +71.5% | +60.1% |
| 10Y | +253.7% | +56.4% | +197.3% | +145.0% |
| All | +1,209.8% | +1,019.1% | +190.7% | +335.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling