+215.9%
MAS vs WPM
+566.7%
-350.9%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +2.9% | -4.8% | -2.3% |
| 7D | +2.0% | +16.9% | -15.0% | -0.1% |
| 30D | +19.4% | +2.0% | +17.4% | +18.8% |
| 3M | +9.4% | +8.9% | +0.5% | +7.8% |
| 6M | +15.3% | +1.6% | +13.7% | +14.3% |
| YTD | +31.3% | +16.5% | +14.8% | +27.4% |
| 1Y | +34.9% | +42.2% | -7.3% | +27.7% |
| 3Y | +58.6% | +213.3% | -154.7% | +33.0% |
| 5Y | +40.7% | +249.9% | -209.2% | +14.4% |
| All | +215.9% | +566.7% | -350.9% | +144.0% |
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