+258.0%
WPM vs MDY
+47.3%
+210.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.9% | -2.7% | -3.1% |
| 7D | -3.6% | -2.5% | -1.1% | -2.1% |
| 30D | +12.5% | -5.0% | +17.5% | +16.1% |
| 3M | +40.6% | +0.5% | +40.1% | +40.6% |
| 6M | +0.5% | +8.0% | -7.5% | -2.6% |
| YTD | +29.0% | +12.2% | +16.9% | +23.4% |
| 1Y | +43.8% | +14.0% | +29.8% | +36.7% |
| All | +258.0% | +47.3% | +210.8% | +199.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling