+1,209.8%
MET vs WEC
+2,337.3%
-1,127.5%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.7% | -0.9% | -1.2% |
| 7D | +1.2% | -0.3% | +1.4% | +1.3% |
| 30D | +1.4% | -1.3% | +2.7% | +2.1% |
| 3M | +17.7% | -3.9% | +21.6% | +20.3% |
| 6M | +35.0% | -8.3% | +43.3% | +41.4% |
| YTD | +26.3% | +3.1% | +23.2% | +23.0% |
| 1Y | +22.8% | +1.9% | +20.9% | +20.2% |
| 3Y | +65.9% | +41.9% | +24.0% | +30.6% |
| 5Y | +85.4% | +30.8% | +54.6% | +48.8% |
| 10Y | +253.7% | +141.9% | +111.8% | +73.1% |
| All | +1,209.8% | +2,337.3% | -1,127.5% | +29.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling