+258.1%
MTZ vs WPM
+212.7%
+45.3%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.5% | +2.9% | +6.6% | +8.8% |
| 7D | -6.4% | +16.9% | -23.4% | -10.6% |
| 30D | -22.1% | +2.0% | -24.0% | -22.6% |
| 3M | -32.7% | +8.9% | -41.6% | -35.1% |
| 6M | -59.8% | +1.6% | -61.4% | -60.7% |
| YTD | -19.9% | +16.5% | -36.4% | -26.1% |
| 1Y | -11.5% | +42.2% | -53.7% | -23.0% |
| 3Y | +258.1% | +213.3% | +44.8% | +134.5% |
| All | +258.1% | +212.7% | +45.3% | +134.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling