+87.4%
MET vs HDB
-23.0%
+110.3%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.7% | +0.8% | +2.7% |
| 7D | +1.3% | +13.7% | -12.4% | -2.3% |
| 30D | +4.0% | +15.8% | -11.8% | -0.3% |
| 3M | +4.6% | +9.2% | -4.6% | +1.8% |
| 6M | +32.8% | +3.2% | +29.6% | +30.7% |
| YTD | +32.3% | -29.4% | +61.7% | +45.0% |
| 1Y | +37.1% | -27.9% | +65.1% | +49.3% |
| 3Y | +86.8% | -5.9% | +92.7% | +83.4% |
| 5Y | +87.4% | -23.5% | +110.9% | +89.4% |
| All | +87.4% | -23.0% | +110.3% | +89.4% |
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