+602.7%
MET vs HDB
+4,256.0%
-3,653.3%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HDB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.7% | +0.8% | +2.2% |
| 7D | +1.3% | +13.7% | -12.4% | -4.5% |
| 30D | +4.0% | +15.8% | -11.8% | -3.0% |
| 3M | +4.6% | +9.2% | -4.6% | -0.2% |
| 6M | +32.8% | +3.2% | +29.6% | +29.1% |
| YTD | +32.3% | -29.4% | +61.7% | +52.2% |
| 1Y | +37.1% | -27.9% | +65.1% | +56.1% |
| 3Y | +86.8% | -5.9% | +92.7% | +82.1% |
| 5Y | +87.4% | -23.5% | +110.9% | +95.6% |
| 10Y | +209.9% | +61.3% | +148.6% | +111.6% |
| All | +602.7% | +4,256.0% | -3,653.3% | +65.9% |
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