+5,933.7%
WPM vs MDY
+598.3%
+5,335.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.7% | +0.7% | +0.5% |
| 7D | +7.0% | +1.0% | +6.0% | +6.3% |
| 30D | +15.7% | -3.1% | +18.9% | +18.3% |
| 3M | +35.2% | +1.8% | +33.4% | +33.9% |
| 6M | +6.1% | +10.8% | -4.7% | -0.1% |
| YTD | +32.6% | +14.4% | +18.1% | +22.5% |
| 1Y | +46.9% | +15.2% | +31.7% | +35.1% |
| 3Y | +276.3% | +51.2% | +225.1% | +182.7% |
| 5Y | +260.0% | +47.2% | +212.8% | +169.0% |
| 10Y | +508.5% | +171.1% | +337.4% | +154.8% |
| All | +5,933.7% | +598.3% | +5,335.4% | +947.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling