+2,620.0%
MUU vs WPM
+159.8%
+2,460.2%
-75.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.6% | -1.1% | +12.7% | +12.5% |
| 7D | +17.4% | +1.1% | +16.3% | +16.1% |
| 30D | +24.0% | +26.4% | -2.4% | -1.5% |
| 3M | -23.9% | +20.8% | -44.7% | -35.3% |
| 6M | +284.4% | +1.1% | +283.3% | +267.7% |
| YTD | +583.7% | +32.5% | +551.3% | +459.3% |
| 1Y | +2,981.5% | +51.5% | +2,929.9% | +2,225.9% |
| All | +2,620.0% | +159.8% | +2,460.2% | +1,100.0% |
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