+41.8%
WELL vs MET
+23.2%
+18.6%
-12.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +0.2% | -0.8% | -0.6% |
| 7D | -1.1% | -0.8% | -0.4% | -1.0% |
| 30D | +0.7% | -1.4% | +2.1% | +0.9% |
| 3M | +14.5% | +12.5% | +2.0% | +13.1% |
| 6M | +14.4% | +37.1% | -22.7% | +11.8% |
| YTD | +28.5% | +23.8% | +4.7% | +25.6% |
| 1Y | +41.8% | +24.1% | +17.6% | +37.1% |
| All | +41.8% | +23.2% | +18.6% | +37.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling