-10.8%
MDLN vs WPM
+34.4%
-45.2%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | 0.0% |
| 7D | +3.7% | +1.1% | +2.6% | +3.6% |
| 30D | -0.2% | +26.4% | -26.6% | -0.2% |
| 3M | +6.2% | +20.8% | -14.6% | +6.7% |
| 6M | -14.7% | +1.1% | -15.8% | -12.5% |
| YTD | -12.9% | +32.5% | -45.3% | -22.8% |
| All | -10.8% | +34.4% | -45.2% | -21.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling