+2,228.3%
MCK vs WPM
+5,933.8%
-3,705.6%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.1% | -2.0% | -0.1% |
| 7D | -2.9% | -0.6% | -2.4% | -2.9% |
| 30D | +0.4% | +14.4% | -14.0% | -0.6% |
| 3M | +12.1% | +37.0% | -24.9% | +9.4% |
| 6M | -5.4% | +4.1% | -9.6% | -6.2% |
| YTD | +7.8% | +31.7% | -23.9% | +4.7% |
| 1Y | +22.9% | +44.2% | -21.2% | +18.4% |
| 3Y | +110.7% | +265.5% | -154.8% | +87.7% |
| 5Y | +346.2% | +262.5% | +83.7% | +294.7% |
| 10Y | +440.1% | +539.8% | -99.7% | +347.5% |
| All | +2,228.3% | +5,933.8% | -3,705.6% | +1,460.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling