+1,181.4%
MET vs WY
+162.0%
+1,019.4%
-82.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -1.4% | -0.7% | -1.3% |
| 7D | +1.1% | -2.1% | +3.2% | +2.4% |
| 30D | -2.3% | -10.5% | +8.2% | +4.1% |
| 3M | +13.9% | -4.9% | +18.7% | +16.1% |
| 6M | +34.8% | -4.9% | +39.7% | +36.7% |
| YTD | +23.5% | -1.7% | +25.2% | +22.2% |
| 1Y | +23.4% | -9.4% | +32.8% | +27.5% |
| 3Y | +64.9% | -22.3% | +87.2% | +82.1% |
| 5Y | +82.0% | -20.5% | +102.6% | +91.7% |
| 10Y | +244.4% | +4.9% | +239.4% | +174.0% |
| All | +1,181.4% | +162.0% | +1,019.4% | +427.5% |
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