+3,074.0%
WM vs MET
+1,339.1%
+1,734.8%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -3.1% | +4.2% | +1.9% |
| 7D | +4.5% | -0.5% | +5.0% | +4.6% |
| 30D | +16.1% | +3.3% | +12.8% | +15.1% |
| 3M | +8.0% | +4.2% | +3.8% | +6.9% |
| 6M | +8.4% | +27.3% | -18.9% | +2.2% |
| YTD | +11.2% | +29.8% | -18.6% | +4.0% |
| 1Y | +22.3% | +30.2% | -7.9% | +14.2% |
| 3Y | +50.2% | +77.6% | -27.3% | +28.6% |
| 5Y | +63.3% | +82.3% | -19.0% | +37.0% |
| 10Y | +355.0% | +233.0% | +122.0% | +216.3% |
| All | +3,074.0% | +1,339.1% | +1,734.8% | +1,074.4% |
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 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