+5,013.3%
WPM vs MDY
+585.4%
+4,427.9%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MDY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.1% | -0.2% |
| 7D | -3.6% | +2.3% | -5.8% | -4.9% |
| 30D | +1.4% | +2.0% | -0.6% | +0.2% |
| 3M | -0.2% | -5.6% | +5.5% | +4.0% |
| 6M | -7.3% | +1.3% | -8.6% | -7.5% |
| YTD | +12.3% | +12.3% | 0.0% | +5.3% |
| 1Y | +24.9% | +15.8% | +9.1% | +14.9% |
| 3Y | +210.4% | +56.5% | +153.9% | +128.6% |
| 5Y | +210.4% | +35.1% | +175.2% | +147.1% |
| 10Y | +731.7% | +167.4% | +564.3% | +251.9% |
| All | +5,013.3% | +585.4% | +4,427.9% | +800.4% |
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