+556.2%
MS vs WPM
+659.5%
-103.3%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.8% | +2.4% | +1.7% |
| 7D | -1.7% | +3.1% | -4.8% | -2.1% |
| 30D | +0.9% | -1.8% | +2.8% | +1.0% |
| 3M | -10.8% | +1.0% | -11.8% | -11.1% |
| 6M | +0.9% | -5.4% | +6.4% | +0.8% |
| YTD | +9.8% | +15.9% | -6.1% | +7.6% |
| 1Y | +17.1% | +30.8% | -13.8% | +13.6% |
| 3Y | +175.7% | +222.6% | -46.9% | +149.9% |
| 5Y | +125.9% | +227.4% | -101.5% | +102.2% |
| 10Y | +556.2% | +757.8% | -201.6% | +524.4% |
| All | +556.2% | +659.5% | -103.3% | +524.4% |
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 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