+84.6%
MET vs WAT
+87.1%
-2.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.2% | +1.0% | +0.8% |
| 7D | +1.8% | +3.4% | -1.6% | +1.0% |
| 30D | +4.8% | +9.6% | -4.8% | +2.7% |
| 3M | +6.2% | +15.5% | -9.3% | +2.8% |
| 6M | +33.8% | +33.9% | -0.1% | +25.0% |
| YTD | +33.3% | +25.2% | +8.1% | +25.6% |
| 1Y | +36.3% | +26.3% | +10.1% | +28.1% |
| 3Y | +84.6% | +85.8% | -1.2% | +63.8% |
| All | +84.6% | +87.1% | -2.6% | +63.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling