+7,376.7%
WELL vs MET
+1,366.8%
+6,009.9%
-63.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +3.5% | -2.5% | -0.2% |
| 7D | +3.5% | +1.3% | +2.2% | +3.0% |
| 30D | +9.7% | +4.0% | +5.7% | +8.3% |
| 3M | +4.8% | +4.6% | +0.2% | +3.1% |
| 6M | +16.1% | +32.8% | -16.7% | +5.5% |
| YTD | +34.7% | +32.3% | +2.4% | +22.0% |
| 1Y | +31.9% | +37.1% | -5.2% | +17.9% |
| 3Y | +209.9% | +86.8% | +123.0% | +145.6% |
| 5Y | +226.5% | +87.4% | +139.1% | +155.4% |
| 10Y | +455.3% | +209.9% | +245.4% | +259.3% |
| All | +7,376.7% | +1,366.8% | +6,009.9% | +2,859.8% |
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