+348.6%
MXL vs WPM
+10.4%
+338.2%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +1.1% | +6.5% | +7.1% |
| 7D | +19.0% | +3.9% | +15.1% | +17.3% |
| 30D | +4.5% | +17.7% | -13.2% | -1.4% |
| 3M | -1.5% | +39.4% | -40.9% | -14.4% |
| 6M | +348.6% | +6.4% | +342.2% | +311.4% |
| All | +348.6% | +10.4% | +338.2% | +311.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling