+85.1%
MET vs HRB
+109.9%
-24.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-10 to 2026-09-10.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.6% | +1.7% | +1.2% |
| 7D | -2.5% | -12.2% | +9.7% | -0.1% |
| 30D | 0.0% | -3.0% | +2.9% | +0.2% |
| 3M | +13.1% | +21.7% | -8.7% | +8.0% |
| 6M | +39.0% | +52.3% | -13.3% | +25.6% |
| YTD | +25.2% | +6.5% | +18.7% | +23.2% |
| 1Y | +25.6% | -6.7% | +32.3% | +27.5% |
| 3Y | +67.1% | +25.1% | +42.0% | +53.9% |
| 5Y | +85.1% | +113.8% | -28.6% | +49.6% |
| All | +85.1% | +109.9% | -24.8% | +49.6% |
Cumulative growth
Daily Returns
Daily percentage return beside HRB.
Daily Out/Under-Performance
Portfolio return minus HRB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × HRB 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 2021-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded HRB 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…
2021-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling