+22.9%
MUB vs WPM
+659.5%
-636.5%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.0% | +0.3% |
| 7D | +0.4% | +3.1% | -2.7% | +0.3% |
| 30D | +3.9% | -1.8% | +5.7% | +3.9% |
| 3M | -0.2% | +1.0% | -1.2% | -0.4% |
| 6M | -0.4% | -5.4% | +5.1% | -0.4% |
| YTD | +0.5% | +15.9% | -15.3% | -0.3% |
| 1Y | +0.7% | +30.8% | -30.2% | -0.6% |
| 3Y | +11.1% | +222.6% | -211.6% | +5.8% |
| 5Y | +3.7% | +227.4% | -223.6% | -1.6% |
| 10Y | +22.9% | +757.8% | -734.9% | +11.8% |
| All | +22.9% | +659.5% | -636.5% | +11.8% |
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 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