+35.9%
MET vs HDB
-28.3%
+64.2%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.5% |
| 7D | 0.0% | +6.9% | -6.9% | -1.4% |
| 30D | +3.4% | +15.2% | -11.9% | +0.2% |
| 3M | +7.0% | +11.7% | -4.8% | +4.3% |
| 6M | +34.6% | +7.5% | +27.1% | +31.5% |
| YTD | +34.0% | -28.8% | +62.7% | +36.2% |
| 1Y | +35.9% | -29.1% | +65.0% | +37.8% |
| All | +35.9% | -28.3% | +64.2% | +37.8% |
Cumulative growth
Daily Returns
Daily percentage return beside HDB.
Daily Out/Under-Performance
Portfolio return minus HDB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HDB 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 HDB 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