+89.0%
MGY vs WPM
+263.6%
-174.6%
-38.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.1% | -1.9% | -0.1% |
| 7D | +3.5% | -0.6% | +4.1% | +3.6% |
| 30D | +5.3% | +14.4% | -9.1% | +3.0% |
| 3M | +2.6% | +37.0% | -34.3% | -2.4% |
| 6M | -3.3% | +4.1% | -7.4% | -4.4% |
| YTD | +29.2% | +31.7% | -2.5% | +20.1% |
| 1Y | +18.0% | +44.2% | -26.1% | +6.7% |
| 3Y | +30.0% | +265.5% | -235.5% | -14.3% |
| All | +89.0% | +263.6% | -174.6% | +17.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling