+85.7%
MET vs WY
-31.4%
+117.1%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | +0.1% |
| 7D | +4.5% | -0.8% | +5.3% | +4.8% |
| 30D | +3.5% | +10.1% | -6.6% | -0.5% |
| 3M | +5.9% | -15.4% | +21.3% | +12.6% |
| 6M | +33.1% | -8.3% | +41.4% | +36.0% |
| YTD | +33.6% | -9.8% | +43.4% | +36.6% |
| 1Y | +32.7% | -3.9% | +36.6% | +31.8% |
| 3Y | +85.0% | -23.3% | +108.4% | +98.7% |
| All | +85.7% | -31.4% | +117.1% | +105.9% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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