+570.7%
MET vs HDB
+3,812.1%
-3,241.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.4% | -1.2% | -1.4% |
| 7D | +1.2% | +0.4% | +0.7% | +1.0% |
| 30D | +1.4% | -2.8% | +4.2% | +2.7% |
| 3M | +17.7% | -3.5% | +21.2% | +18.7% |
| 6M | +35.0% | -24.7% | +59.7% | +51.9% |
| YTD | +26.3% | -36.6% | +62.8% | +53.4% |
| 1Y | +22.8% | -34.4% | +57.2% | +46.5% |
| 3Y | +65.9% | -24.4% | +90.3% | +79.7% |
| 5Y | +85.4% | -35.4% | +120.7% | +110.4% |
| 10Y | +253.7% | +39.5% | +214.2% | +159.6% |
| All | +570.7% | +3,812.1% | -3,241.4% | +67.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling