+1,209.8%
MET vs WCC
+4,399.2%
-3,189.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +3.9% | -5.5% | -3.0% |
| 7D | +1.2% | +4.5% | -3.3% | -0.5% |
| 30D | +1.4% | -5.8% | +7.2% | +3.2% |
| 3M | +17.7% | -3.7% | +21.3% | +17.4% |
| 6M | +35.0% | +23.1% | +11.9% | +21.9% |
| YTD | +26.3% | +44.2% | -17.9% | +7.2% |
| 1Y | +22.8% | +62.1% | -39.3% | -0.8% |
| 3Y | +65.9% | +121.1% | -55.2% | +12.1% |
| 5Y | +85.4% | +214.0% | -128.6% | +4.0% |
| 10Y | +253.7% | +472.8% | -219.1% | +43.1% |
| All | +1,209.8% | +4,399.2% | -3,189.4% | +183.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling