+25.6%
MET vs WPM
+44.1%
-18.4%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.7% | +4.8% | +1.3% |
| 7D | -2.5% | -3.6% | +1.1% | -2.3% |
| 30D | 0.0% | +12.5% | -12.5% | -0.5% |
| 3M | +13.1% | +40.6% | -27.5% | +11.2% |
| 6M | +39.0% | +0.5% | +38.4% | +38.6% |
| YTD | +25.2% | +29.0% | -3.8% | +22.3% |
| 1Y | +25.6% | +43.8% | -18.2% | +20.7% |
| All | +25.6% | +44.1% | -18.4% | +20.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 1y: compounded portfolio wealth divided by compounded WPM 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…
1y analysis · Full analysis span regression · 6 months rolling