+6,604.2%
WDC vs MET
+1,369.7%
+5,234.4%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.4% | -0.2% |
| 7D | +16.3% | +2.1% | +14.2% | +15.3% |
| 30D | -18.3% | +1.8% | -20.1% | -18.8% |
| 3M | -31.4% | +6.0% | -37.5% | -33.4% |
| 6M | -36.3% | +31.1% | -67.4% | -44.9% |
| YTD | +80.8% | +32.6% | +48.3% | +55.1% |
| 1Y | +87.7% | +30.5% | +57.2% | +62.2% |
| 3Y | +819.4% | +83.6% | +735.9% | +571.0% |
| 5Y | +583.2% | +84.2% | +499.0% | +396.2% |
| 10Y | +689.8% | +196.6% | +493.2% | +362.1% |
| All | +6,604.2% | +1,369.7% | +5,234.4% | +1,627.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling