+76.3%
MMM vs WPM
+749.7%
-673.4%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.3% | -0.7% | -0.9% |
| 7D | -0.4% | -3.6% | +3.2% | -0.1% |
| 30D | +12.1% | +1.4% | +10.7% | +11.9% |
| 3M | +1.4% | -0.2% | +1.6% | +1.1% |
| 6M | +26.6% | -7.3% | +33.9% | +26.6% |
| YTD | +16.8% | +12.3% | +4.5% | +14.9% |
| 1Y | +10.1% | +24.9% | -14.8% | +7.5% |
| 3Y | +158.4% | +210.4% | -51.9% | +133.9% |
| 5Y | +43.1% | +210.4% | -167.3% | +28.0% |
| All | +76.3% | +749.7% | -673.4% | +58.2% |
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 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