+593.1%
MA vs WPM
+749.7%
-156.6%
-41.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.3% |
| 7D | +1.3% | -3.6% | +4.9% | +1.6% |
| 30D | +9.6% | +1.4% | +8.2% | +9.3% |
| 3M | +16.8% | -0.2% | +17.0% | +16.3% |
| 6M | +35.2% | -7.3% | +42.5% | +35.3% |
| YTD | +16.6% | +12.3% | +4.2% | +13.1% |
| 1Y | +19.8% | +24.9% | -5.1% | +14.6% |
| 3Y | +70.7% | +210.4% | -139.7% | +43.1% |
| 5Y | +87.4% | +210.4% | -123.0% | +54.7% |
| All | +593.1% | +749.7% | -156.6% | +441.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 10y: compounded portfolio wealth divided by compounded WPM 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…
10y analysis · Full analysis span regression · 6 months rolling