+33.0%
MET vs WAT
+32.9%
+0.1%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.7% | +0.5% | +2.0% |
| 7D | +3.9% | -1.9% | +5.8% | +4.1% |
| 30D | +6.8% | +6.2% | +0.6% | +6.0% |
| 3M | +7.7% | +18.1% | -10.4% | +5.3% |
| 6M | +32.9% | +54.9% | -22.0% | +23.5% |
| YTD | +33.9% | +23.1% | +10.8% | +28.3% |
| 1Y | +33.0% | +27.3% | +5.7% | +25.4% |
| All | +33.0% | +32.9% | +0.1% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WAT.
Daily Out/Under-Performance
Portfolio return minus WAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WAT 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 1y: compounded portfolio wealth divided by compounded WAT 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…
1y analysis · Full analysis span regression · 6 months rolling