+1,285.4%
MET vs WY
+140.3%
+1,145.1%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.7% | -0.9% | -0.2% |
| 7D | +4.5% | -0.8% | +5.3% | +4.9% |
| 30D | +3.5% | +10.1% | -6.6% | -2.6% |
| 3M | +5.9% | -15.4% | +21.3% | +15.9% |
| 6M | +33.1% | -8.3% | +41.4% | +37.4% |
| YTD | +33.6% | -9.8% | +43.4% | +38.1% |
| 1Y | +32.7% | -3.9% | +36.6% | +31.8% |
| 3Y | +85.0% | -23.3% | +108.4% | +104.4% |
| 5Y | +85.6% | -31.2% | +116.8% | +112.3% |
| 10Y | +198.8% | +5.5% | +193.3% | +135.6% |
| All | +1,285.4% | +140.3% | +1,145.1% | +496.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling