+2,683.6%
MUU vs WPM
+162.8%
+2,520.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +1.1% | +4.4% | +4.6% |
| 7D | +15.0% | +3.9% | +11.2% | +11.2% |
| 30D | +36.8% | +17.7% | +19.1% | +16.8% |
| 3M | -8.5% | +39.4% | -47.9% | -31.6% |
| 6M | +320.7% | +6.4% | +314.3% | +289.4% |
| YTD | +599.7% | +34.0% | +565.7% | +467.1% |
| 1Y | +2,569.2% | +50.5% | +2,518.7% | +1,912.5% |
| All | +2,683.6% | +162.8% | +2,520.8% | +1,116.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling