+278.8%
WMB vs MET
+85.3%
+193.4%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MET | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.6% | +1.8% | +0.7% |
| 7D | +0.6% | +1.2% | -0.6% | +0.1% |
| 30D | +3.3% | +1.4% | +1.8% | +2.6% |
| 3M | +3.1% | +17.7% | -14.6% | -3.1% |
| 6M | -0.7% | +35.0% | -35.7% | -11.6% |
| YTD | +25.2% | +26.3% | -1.1% | +13.8% |
| 1Y | +32.9% | +22.8% | +10.0% | +21.8% |
| 3Y | +140.6% | +65.9% | +74.6% | +90.4% |
| All | +278.8% | +85.3% | +193.4% | +179.6% |
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