+1,359.8%
WDC vs MET
+66.4%
+1,293.3%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.2% | +4.3% | +2.9% |
| 7D | +6.0% | +1.1% | +4.9% | +5.4% |
| 30D | +9.9% | -2.3% | +12.3% | +10.7% |
| 3M | -9.4% | +13.9% | -23.3% | -15.5% |
| 6M | +94.7% | +34.8% | +59.9% | +65.3% |
| YTD | +177.4% | +23.5% | +153.8% | +145.2% |
| 1Y | +412.6% | +23.4% | +389.2% | +349.5% |
| 3Y | +1,359.8% | +64.9% | +1,294.9% | +1,051.4% |
| All | +1,359.8% | +66.4% | +1,293.3% | +1,051.4% |
Cumulative growth
Daily Returns
Daily percentage return beside MET.
Daily Out/Under-Performance
Portfolio return minus MET return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MET 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 3y: compounded portfolio wealth divided by compounded MET 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…
3y analysis · Full analysis span regression · 6 months rolling