+83.0%
MET vs HRB
+111.1%
-28.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | HRB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.5% |
| 7D | -0.8% | -10.6% | +9.9% | +1.3% |
| 30D | -1.4% | -0.8% | -0.6% | -1.6% |
| 3M | +12.5% | +19.1% | -6.5% | +8.0% |
| 6M | +37.1% | +48.7% | -11.6% | +24.6% |
| YTD | +23.8% | +7.1% | +16.7% | +21.7% |
| 1Y | +24.1% | -8.3% | +32.5% | +26.6% |
| 3Y | +65.2% | +25.8% | +39.4% | +52.0% |
| All | +83.0% | +111.1% | -28.1% | +47.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling