+6,811.4%
MU vs WPM
+5,535.3%
+1,276.1%
-90.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +5.6% | +0.7% | +5.1% |
| 7D | -12.0% | +20.8% | -32.9% | -15.8% |
| 30D | -28.7% | +3.8% | -32.6% | -29.5% |
| 3M | -16.4% | +7.4% | -23.8% | -18.2% |
| 6M | -1.8% | +4.0% | -5.8% | -3.0% |
| YTD | +157.1% | +23.0% | +134.0% | +144.6% |
| 1Y | +208.5% | +45.9% | +162.6% | +183.7% |
| 3Y | +906.2% | +242.9% | +663.2% | +672.6% |
| 5Y | +893.4% | +259.5% | +633.9% | +642.3% |
| 10Y | +4,271.9% | +577.7% | +3,694.1% | +2,606.4% |
| All | +6,811.4% | +5,535.3% | +1,276.1% | +2,170.7% |
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