+211.3%
MCD vs WPM
+553.6%
-342.3%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +5.6% | -3.8% | +1.4% |
| 7D | +5.9% | +20.8% | -14.9% | +4.6% |
| 30D | +19.6% | +3.8% | +15.8% | +19.2% |
| 3M | +3.3% | +7.4% | -4.1% | +2.5% |
| 6M | +3.5% | +4.0% | -0.5% | +2.8% |
| YTD | -6.1% | +23.0% | -29.1% | -8.3% |
| 1Y | -3.7% | +45.9% | -49.6% | -7.2% |
| 3Y | +13.4% | +242.9% | -229.6% | +1.8% |
| 5Y | +25.2% | +259.5% | -234.4% | +11.1% |
| 10Y | +211.3% | +577.7% | -366.5% | +171.9% |
| All | +211.3% | +553.6% | -342.3% | +171.9% |
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