+492.6%
MTZ vs WPM
+553.6%
-60.9%
-67.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.6% | +3.0% | +7.7% |
| 7D | -2.4% | +20.8% | -23.2% | -5.5% |
| 30D | -11.1% | +3.8% | -14.9% | -11.8% |
| 3M | -30.6% | +7.4% | -38.0% | -31.8% |
| 6M | -54.4% | +4.0% | -58.3% | -55.1% |
| YTD | -13.0% | +23.0% | -36.0% | -16.8% |
| 1Y | -5.7% | +45.9% | -51.6% | -11.8% |
| 3Y | +297.2% | +242.9% | +54.2% | +231.7% |
| 5Y | +95.9% | +259.5% | -163.6% | +59.7% |
| 10Y | +492.6% | +577.7% | -85.1% | +384.8% |
| All | +492.6% | +553.6% | -60.9% | +384.8% |
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