+525.4%
WPM vs MDY
+177.2%
+348.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.8% |
| 7D | -0.6% | -1.9% | +1.3% | +0.1% |
| 30D | +14.4% | -4.6% | +19.1% | +16.4% |
| 3M | +37.0% | -1.2% | +38.2% | +37.7% |
| 6M | +4.1% | +9.2% | -5.1% | +1.6% |
| YTD | +31.7% | +13.1% | +18.7% | +27.3% |
| 1Y | +44.2% | +13.0% | +31.2% | +39.3% |
| 3Y | +265.5% | +49.2% | +216.3% | +222.4% |
| 5Y | +262.5% | +47.2% | +215.3% | +217.8% |
| All | +525.4% | +177.2% | +348.2% | +354.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MDY.
Daily Out/Under-Performance
Portfolio return minus MDY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MDY 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 10y: compounded portfolio wealth divided by compounded MDY 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…
10y analysis · Full analysis span regression · 6 months rolling