+85.1%
MET vs WEC
+30.3%
+54.8%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.8% | +1.9% | +1.4% |
| 7D | -2.5% | -1.3% | -1.2% | -2.1% |
| 30D | 0.0% | -0.4% | +0.4% | +0.1% |
| 3M | +13.1% | -6.8% | +19.9% | +15.4% |
| 6M | +39.0% | -6.4% | +45.4% | +41.5% |
| YTD | +25.2% | +2.5% | +22.7% | +23.7% |
| 1Y | +25.6% | -0.4% | +26.0% | +25.2% |
| 3Y | +67.1% | +38.5% | +28.6% | +50.1% |
| 5Y | +85.1% | +31.7% | +53.4% | +63.3% |
| All | +85.1% | +30.3% | +54.8% | +63.3% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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