+6,169.9%
MU vs WPM
+523.6%
+5,646.3%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.1% | +1.7% | +2.5% |
| 7D | +7.5% | +3.9% | +3.6% | +6.6% |
| 30D | +19.4% | +17.7% | +1.7% | +14.8% |
| 3M | +9.8% | +39.4% | -29.6% | +1.9% |
| 6M | +164.1% | +6.4% | +157.7% | +158.2% |
| YTD | +260.3% | +34.0% | +226.3% | +238.1% |
| 1Y | +661.2% | +50.5% | +610.7% | +599.8% |
| 3Y | +1,380.8% | +280.3% | +1,100.5% | +1,075.5% |
| 5Y | +1,346.4% | +266.3% | +1,080.0% | +1,034.3% |
| 10Y | +6,169.9% | +550.8% | +5,619.1% | +4,607.0% |
| All | +6,169.9% | +523.6% | +5,646.3% | +4,607.0% |
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