+2,423.9%
MUU vs WPM
+153.1%
+2,270.8%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | -3.7% | -5.6% | -6.2% |
| 7D | +3.6% | -3.6% | +7.2% | +7.0% |
| 30D | +22.3% | +12.5% | +9.8% | +8.8% |
| 3M | -8.2% | +40.6% | -48.8% | -31.7% |
| 6M | +256.3% | +0.5% | +255.8% | +245.0% |
| YTD | +534.4% | +29.0% | +505.4% | +432.1% |
| 1Y | +2,163.5% | +43.8% | +2,119.7% | +1,672.1% |
| All | +2,423.9% | +153.1% | +2,270.8% | +1,041.6% |
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 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