+265.4%
WPM vs MDY
+46.3%
+219.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.8% | +1.3% | +1.6% |
| 7D | -0.6% | -1.9% | +1.3% | +0.5% |
| 30D | +14.4% | -4.6% | +19.1% | +17.5% |
| 3M | +37.0% | -1.2% | +38.2% | +38.1% |
| 6M | +4.1% | +9.2% | -5.1% | +0.3% |
| YTD | +31.7% | +13.1% | +18.7% | +25.2% |
| 1Y | +44.2% | +13.0% | +31.2% | +37.1% |
| 3Y | +265.5% | +49.2% | +216.3% | +200.9% |
| All | +265.4% | +46.3% | +219.1% | +194.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling