+1,274.9%
MET vs WCC
+4,095.0%
-2,820.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | 0.0% | -1.0% | -1.0% |
| 7D | +2.1% | +14.2% | -12.1% | -2.6% |
| 30D | +1.8% | -9.8% | +11.7% | +4.6% |
| 3M | +6.0% | -10.1% | +16.1% | +8.2% |
| 6M | +31.1% | -9.4% | +40.5% | +31.5% |
| YTD | +32.6% | +34.4% | -1.8% | +13.8% |
| 1Y | +30.5% | +23.3% | +7.2% | +15.3% |
| 3Y | +83.6% | +137.9% | -54.4% | +19.2% |
| 5Y | +84.2% | +144.0% | -59.8% | +12.0% |
| 10Y | +196.6% | +442.5% | -245.9% | +21.0% |
| All | +1,274.9% | +4,095.0% | -2,820.1% | +200.6% |
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