+20.0%
WM vs MET
+36.6%
-16.6%
-17.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.3% | -0.2% |
| 7D | -0.5% | +1.3% | -1.8% | -0.6% |
| 30D | +13.3% | +4.0% | +9.3% | +12.8% |
| 3M | +4.4% | +4.6% | -0.2% | +3.8% |
| 6M | +10.8% | +32.8% | -22.0% | +10.1% |
| YTD | +9.1% | +32.3% | -23.2% | +9.4% |
| All | +20.0% | +36.6% | -16.6% | +20.4% |
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 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