+85.7%
MET vs WCC
+139.9%
-54.2%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.7% | +2.4% | +1.2% |
| 7D | +4.5% | +9.9% | -5.5% | +1.9% |
| 30D | +3.5% | -8.4% | +12.0% | +5.2% |
| 3M | +5.9% | -10.3% | +16.3% | +7.7% |
| 6M | +33.1% | -10.5% | +43.5% | +33.9% |
| YTD | +33.6% | +32.2% | +1.4% | +18.5% |
| 1Y | +32.7% | +25.5% | +7.2% | +19.4% |
| 3Y | +85.0% | +134.7% | -49.6% | +28.9% |
| All | +85.7% | +139.9% | -54.2% | +20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling