+85.1%
MET vs WCN
+25.5%
+59.7%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.1% | +2.3% | +1.5% |
| 7D | -2.5% | -4.4% | +1.9% | -1.1% |
| 30D | 0.0% | -4.4% | +4.4% | +1.4% |
| 3M | +13.1% | +0.5% | +12.6% | +12.7% |
| 6M | +39.0% | -3.3% | +42.3% | +39.9% |
| YTD | +25.2% | -8.5% | +33.7% | +28.2% |
| 1Y | +25.6% | -8.9% | +34.6% | +28.7% |
| 3Y | +67.1% | +18.0% | +49.0% | +56.2% |
| 5Y | +85.1% | +25.0% | +60.1% | +69.3% |
| All | +85.1% | +25.5% | +59.7% | +69.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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