+5,928.6%
WPM vs MKC
+401.4%
+5,527.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | MKC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.8% |
| 7D | +1.1% | -5.9% | +6.9% | +2.9% |
| 30D | +26.4% | -0.9% | +27.2% | +26.5% |
| 3M | +20.8% | +12.7% | +8.1% | +15.4% |
| 6M | +1.1% | -19.3% | +20.4% | +7.3% |
| YTD | +32.5% | -22.2% | +54.6% | +41.6% |
| 1Y | +51.5% | -23.3% | +74.9% | +62.3% |
| 3Y | +267.0% | -30.0% | +297.0% | +299.0% |
| 5Y | +250.1% | -33.8% | +283.9% | +282.9% |
| 10Y | +540.4% | +24.4% | +515.9% | +429.2% |
| All | +5,928.6% | +401.4% | +5,527.2% | +2,803.9% |
Cumulative growth
Daily Returns
Daily percentage return beside MKC.
Daily Out/Under-Performance
Portfolio return minus MKC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKC 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 MKC 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