+194.4%
MET vs HRB
+221.6%
-27.2%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.4% | +2.2% | +1.2% |
| 7D | +4.5% | -5.1% | +9.5% | +6.1% |
| 30D | +3.5% | +8.7% | -5.1% | +0.6% |
| 3M | +5.9% | -5.4% | +11.3% | +7.2% |
| 6M | +33.1% | +41.6% | -8.5% | +16.8% |
| YTD | +33.6% | +18.7% | +14.9% | +22.5% |
| 1Y | +32.7% | +16.4% | +16.2% | +22.4% |
| 3Y | +85.0% | +22.0% | +63.1% | +62.7% |
| 5Y | +85.6% | +141.2% | -55.6% | +20.2% |
| All | +194.4% | +221.6% | -27.2% | +57.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling