+514.9%
MKSI vs WPM
+558.4%
-43.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.1% | 0.0% | +1.6% |
| 7D | +2.7% | -0.6% | +3.2% | +2.8% |
| 30D | -12.8% | +14.4% | -27.2% | -15.9% |
| 3M | -22.5% | +37.0% | -59.5% | -28.5% |
| 6M | +19.4% | +4.1% | +15.3% | +16.9% |
| YTD | +67.7% | +31.7% | +36.0% | +55.9% |
| 1Y | +131.4% | +44.2% | +87.2% | +110.3% |
| 3Y | +197.3% | +265.5% | -68.2% | +118.7% |
| 5Y | +87.0% | +262.5% | -175.5% | +35.2% |
| All | +514.9% | +558.4% | -43.5% | +310.7% |
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