+2,981.5%
MUU vs WPM
+53.7%
+2,927.7%
-68.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +12.7% |
| 7D | +17.4% | +1.1% | +16.3% | +15.8% |
| 30D | +24.0% | +26.4% | -2.4% | -6.8% |
| 3M | -23.9% | +20.8% | -44.7% | -38.1% |
| 6M | +284.4% | +1.1% | +283.3% | +260.6% |
| YTD | +583.7% | +32.5% | +551.3% | +416.8% |
| 1Y | +2,981.5% | +51.5% | +2,929.9% | +2,031.2% |
| All | +2,981.5% | +53.7% | +2,927.7% | +2,031.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling