+211.0%
WELL vs MET
+82.8%
+128.2%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -2.2% | +2.6% | +1.0% |
| 7D | -1.3% | +1.1% | -2.5% | -1.6% |
| 30D | +0.5% | -2.3% | +2.8% | +1.1% |
| 3M | +19.1% | +13.9% | +5.2% | +14.7% |
| 6M | +17.0% | +34.8% | -17.8% | +7.4% |
| YTD | +29.2% | +23.5% | +5.7% | +21.2% |
| 1Y | +42.1% | +23.4% | +18.7% | +33.1% |
| 3Y | +204.5% | +64.9% | +139.7% | +151.3% |
| 5Y | +211.0% | +82.0% | +128.9% | +147.9% |
| All | +211.0% | +82.8% | +128.2% | +147.9% |
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