+957.1%
WDC vs MET
+82.5%
+874.6%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +1.1% | -5.6% | -5.0% |
| 7D | +4.4% | -2.5% | +6.9% | +5.6% |
| 30D | +5.3% | 0.0% | +5.3% | +5.0% |
| 3M | -5.9% | +13.1% | -19.0% | -13.8% |
| 6M | +73.2% | +39.0% | +34.3% | +39.1% |
| YTD | +167.8% | +25.2% | +142.7% | +127.8% |
| 1Y | +386.0% | +25.6% | +360.4% | +308.7% |
| 3Y | +1,309.7% | +67.1% | +1,242.6% | +861.2% |
| 5Y | +957.1% | +85.1% | +872.0% | +578.1% |
| All | +957.1% | +82.5% | +874.6% | +578.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling