+85.1%
MET vs HIG
+118.8%
-33.6%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.2% | +1.0% | +1.0% |
| 7D | -2.5% | -2.3% | -0.2% | -0.7% |
| 30D | 0.0% | -1.2% | +1.2% | +0.9% |
| 3M | +13.1% | +6.3% | +6.8% | +7.5% |
| 6M | +39.0% | +0.6% | +38.4% | +37.4% |
| YTD | +25.2% | +0.6% | +24.6% | +23.7% |
| 1Y | +25.6% | +6.1% | +19.5% | +18.7% |
| 3Y | +67.1% | +102.0% | -34.9% | -7.6% |
| 5Y | +85.1% | +119.2% | -34.1% | -7.5% |
| All | +85.1% | +118.8% | -33.6% | -7.5% |
Cumulative growth
Daily Returns
Daily percentage return beside HIG.
Daily Out/Under-Performance
Portfolio return minus HIG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HIG 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 HIG 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