+24.2%
MET vs WAT
+35.9%
-11.7%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.5% | -0.3% | +0.1% |
| 7D | -0.8% | -1.8% | +1.0% | -0.5% |
| 30D | -1.4% | -1.7% | +0.3% | -1.2% |
| 3M | +12.5% | +9.1% | +3.5% | +11.3% |
| 6M | +37.1% | +32.4% | +4.7% | +30.9% |
| YTD | +23.8% | +6.6% | +17.2% | +21.1% |
| All | +24.2% | +35.9% | -11.7% | +21.4% |
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