+243.8%
MET vs WCC
+541.6%
-297.9%
-55.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.4% | -1.0% |
| 7D | -0.5% | +1.5% | -2.0% | -1.1% |
| 30D | +0.5% | -2.1% | +2.6% | +0.8% |
| 3M | +11.6% | +3.8% | +7.8% | +8.3% |
| 6M | +40.8% | +35.0% | +5.8% | +22.1% |
| YTD | +25.7% | +46.4% | -20.7% | +5.1% |
| 1Y | +24.4% | +63.0% | -38.6% | -1.1% |
| 3Y | +67.5% | +133.9% | -66.5% | +7.0% |
| 5Y | +85.8% | +226.5% | -140.7% | -4.7% |
| All | +243.8% | +541.6% | -297.9% | +6.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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