+1,209.8%
MET vs HIG
+390.3%
+819.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | HIG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.5% | -1.1% |
| 7D | +1.2% | +0.3% | +0.8% | +1.0% |
| 30D | +1.4% | -3.2% | +4.6% | +3.0% |
| 3M | +17.7% | +9.1% | +8.5% | +12.7% |
| 6M | +35.0% | -1.8% | +36.8% | +35.8% |
| YTD | +26.3% | +1.8% | +24.5% | +24.9% |
| 1Y | +22.8% | +4.6% | +18.3% | +19.9% |
| 3Y | +65.9% | +101.6% | -35.7% | +18.7% |
| 5Y | +85.4% | +124.5% | -39.1% | +26.7% |
| 10Y | +253.7% | +317.8% | -64.1% | +76.4% |
| All | +1,209.8% | +390.3% | +819.5% | +289.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling