+85.1%
MET vs HDB
-38.6%
+123.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.2% | +1.5% |
| 7D | -2.5% | -6.2% | +3.7% | -0.6% |
| 30D | 0.0% | -6.2% | +6.2% | +1.9% |
| 3M | +13.1% | -5.9% | +18.9% | +14.5% |
| 6M | +39.0% | -25.9% | +64.9% | +50.9% |
| YTD | +25.2% | -40.2% | +65.4% | +44.8% |
| 1Y | +25.6% | -38.0% | +63.6% | +43.4% |
| 3Y | +67.1% | -30.5% | +97.6% | +81.2% |
| 5Y | +85.1% | -38.1% | +123.3% | +108.8% |
| All | +85.1% | -38.6% | +123.7% | +108.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling