+855.4%
MU vs WPM
+212.7%
+642.6%
-57.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.9% | +2.2% | +4.0% |
| 7D | -22.0% | +16.9% | -38.9% | -27.3% |
| 30D | -36.6% | +2.0% | -38.5% | -37.3% |
| 3M | -21.7% | +8.9% | -30.6% | -25.5% |
| 6M | +3.5% | +1.6% | +2.0% | +1.0% |
| YTD | +141.9% | +16.5% | +125.4% | +124.3% |
| 1Y | +189.8% | +42.2% | +147.6% | +152.4% |
| 3Y | +855.4% | +213.3% | +642.1% | +546.8% |
| All | +855.4% | +212.7% | +642.6% | +546.8% |
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 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