+25.6%
MET vs WU
-11.2%
+36.8%
-17.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.9% | +1.2% |
| 7D | -2.5% | -5.0% | +2.5% | -1.9% |
| 30D | 0.0% | -2.3% | +2.2% | +0.2% |
| 3M | +13.1% | -3.2% | +16.3% | +13.2% |
| 6M | +39.0% | -25.0% | +64.0% | +43.7% |
| YTD | +25.2% | -21.7% | +46.9% | +28.4% |
| 1Y | +25.6% | -9.0% | +34.6% | +24.9% |
| All | +25.6% | -11.2% | +36.8% | +24.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 WU 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