+9.4%
MMM vs WPM
+47.7%
-38.3%
-18.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -2.9% | -2.0% |
| 7D | -2.6% | +3.9% | -6.5% | -3.0% |
| 30D | -9.3% | +17.7% | -27.0% | -11.2% |
| 3M | +5.6% | +39.4% | -33.8% | +0.9% |
| 6M | +9.5% | +6.4% | +3.0% | +6.9% |
| YTD | +4.1% | +34.0% | -29.8% | +1.5% |
| 1Y | +9.4% | +50.5% | -41.1% | +4.9% |
| All | +9.4% | +47.7% | -38.3% | +4.9% |
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