+739.9%
MTZ vs WPM
+502.1%
+237.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.1% | +3.7% | +3.8% |
| 7D | +3.6% | +7.0% | -3.5% | +2.4% |
| 30D | -9.6% | +15.7% | -25.4% | -12.0% |
| 3M | -31.9% | +35.2% | -67.1% | -35.4% |
| 6M | -13.8% | +6.1% | -19.9% | -15.5% |
| YTD | +13.3% | +32.6% | -19.3% | +7.2% |
| 1Y | +39.3% | +46.9% | -7.6% | +29.7% |
| 3Y | +168.3% | +276.3% | -108.0% | +119.9% |
| 5Y | +166.4% | +260.0% | -93.6% | +114.6% |
| 10Y | +739.9% | +508.5% | +231.4% | +607.3% |
| All | +739.9% | +502.1% | +237.9% | +607.3% |
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