+58.5%
WM vs MET
+87.9%
-29.5%
-18.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.8% | -0.4% | +0.2% |
| 7D | +1.2% | +1.8% | -0.6% | +0.8% |
| 30D | +13.7% | +4.8% | +8.9% | +12.7% |
| 3M | +5.2% | +6.2% | -1.0% | +4.0% |
| 6M | +11.2% | +33.8% | -22.6% | +5.5% |
| YTD | +9.4% | +33.3% | -23.9% | +3.7% |
| 1Y | +20.4% | +36.3% | -16.0% | +13.6% |
| 3Y | +44.7% | +84.6% | -39.9% | +26.7% |
| 5Y | +58.5% | +87.7% | -29.2% | +36.6% |
| All | +58.5% | +87.9% | -29.5% | +36.6% |
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