+2,330.7%
MULL vs WPM
+153.6%
+2,177.1%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.7% | -5.7% | -6.1% |
| 7D | +3.6% | -3.6% | +7.2% | +7.2% |
| 30D | +22.0% | +12.5% | +9.5% | +8.1% |
| 3M | -8.6% | +40.6% | -49.2% | -32.7% |
| 6M | +248.5% | +0.5% | +248.0% | +236.9% |
| YTD | +516.3% | +29.0% | +487.3% | +414.0% |
| 1Y | +2,036.6% | +43.8% | +1,992.8% | +1,558.0% |
| All | +2,330.7% | +153.6% | +2,177.1% | +829.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling