+1,272.2%
MUU vs WPM
+120.4%
+1,151.9%
-79.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -5.0% | -5.0% |
| 7D | +24.7% | -3.6% | +28.2% | +28.5% |
| 30D | -35.1% | +1.4% | -36.6% | -36.9% |
| 3M | -44.3% | -0.2% | -44.1% | -45.8% |
| 6M | -44.4% | -7.3% | -37.1% | -42.2% |
| YTD | +244.9% | +12.3% | +232.6% | +221.3% |
| 1Y | +365.6% | +24.9% | +340.7% | +306.6% |
| All | +1,272.2% | +120.4% | +1,151.9% | +589.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling