+82.3%
MET vs WPM
+261.4%
-179.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -2.5% |
| 3M | +12.5% | +39.4% | -26.9% | +9.7% |
| 6M | +37.1% | +6.4% | +30.7% | +36.0% |
| YTD | +23.8% | +34.0% | -10.2% | +20.2% |
| 1Y | +24.1% | +50.5% | -26.4% | +19.2% |
| 3Y | +65.2% | +280.3% | -215.1% | +44.2% |
| 5Y | +82.3% | +266.3% | -184.1% | +49.9% |
| All | +82.3% | +261.4% | -179.1% | +49.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling