+6,404.6%
MU vs WPM
+5,236.6%
+1,168.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | +2.9% | +2.2% | +4.5% |
| 7D | -22.0% | +16.9% | -38.9% | -24.9% |
| 30D | -36.6% | +2.0% | -38.5% | -37.0% |
| 3M | -21.7% | +8.9% | -30.6% | -23.7% |
| 6M | +3.5% | +1.6% | +2.0% | +3.0% |
| YTD | +141.9% | +16.5% | +125.4% | +132.8% |
| 1Y | +189.8% | +42.2% | +147.6% | +168.1% |
| 3Y | +855.4% | +213.3% | +642.1% | +647.1% |
| 5Y | +869.2% | +249.9% | +619.2% | +628.6% |
| 10Y | +4,142.8% | +549.4% | +3,593.5% | +2,548.9% |
| All | +6,404.6% | +5,236.6% | +1,168.1% | +2,061.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling