+79.6%
MMM vs WPM
+556.6%
-477.0%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.1% | +5.5% | +0.8% |
| 7D | +7.0% | +16.4% | -9.4% | +5.6% |
| 30D | +18.4% | -1.5% | +19.8% | +18.3% |
| 3M | +4.5% | +2.6% | +1.9% | +3.9% |
| 6M | +33.4% | -1.3% | +34.8% | +32.8% |
| YTD | +20.0% | +16.8% | +3.2% | +17.6% |
| 1Y | +15.0% | +34.1% | -19.1% | +11.7% |
| 3Y | +165.0% | +225.1% | -60.1% | +139.4% |
| 5Y | +47.9% | +234.5% | -186.6% | +32.1% |
| 10Y | +79.6% | +674.1% | -594.5% | +61.1% |
| All | +79.6% | +556.6% | -477.0% | +61.1% |
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