+126.7%
WFC vs MET
+82.8%
+44.0%
-37.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -2.2% | -0.1% | -0.5% |
| 7D | +1.1% | +1.1% | -0.1% | +0.1% |
| 30D | +0.8% | -2.3% | +3.1% | +2.6% |
| 3M | +9.3% | +13.9% | -4.6% | -2.1% |
| 6M | +10.6% | +34.8% | -24.2% | -13.7% |
| YTD | -4.1% | +23.5% | -27.6% | -20.0% |
| 1Y | +13.6% | +23.4% | -9.8% | -5.5% |
| 3Y | +130.7% | +64.9% | +65.9% | +49.1% |
| 5Y | +126.7% | +82.0% | +44.7% | +37.1% |
| All | +126.7% | +82.8% | +44.0% | +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 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