+65.0%
MET vs WPM
+273.6%
-208.6%
-22.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.1% | -0.9% | +0.1% |
| 7D | -0.8% | +3.9% | -4.6% | -1.0% |
| 30D | -1.4% | +17.7% | -19.1% | -2.4% |
| 3M | +12.5% | +39.4% | -26.9% | +10.0% |
| 6M | +37.1% | +6.4% | +30.7% | +36.2% |
| YTD | +23.8% | +34.0% | -10.2% | +20.4% |
| 1Y | +24.1% | +50.5% | -26.4% | +19.4% |
| All | +65.0% | +273.6% | -208.6% | +40.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling