+410.9%
MMM vs WPM
+5,967.5%
-5,556.6%
-59.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.2% |
| 7D | -3.3% | +1.1% | -4.4% | -3.4% |
| 30D | -7.0% | +26.4% | -33.4% | -9.1% |
| 3M | +10.8% | +20.8% | -10.0% | +8.6% |
| 6M | +5.8% | +1.1% | +4.7% | +5.1% |
| YTD | +6.8% | +32.5% | -25.7% | +3.4% |
| 1Y | +10.4% | +51.5% | -41.1% | +5.4% |
| 3Y | +104.7% | +267.0% | -162.3% | +79.6% |
| 5Y | +23.6% | +250.1% | -226.6% | +8.0% |
| 10Y | +54.1% | +540.4% | -486.2% | +24.5% |
| All | +410.9% | +5,967.5% | -5,556.6% | +218.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling