+31.8%
A vs WPM
+279.1%
-247.3%
-35.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.1% | -2.7% | -2.7% |
| 7D | -2.1% | +7.0% | -9.1% | -2.8% |
| 30D | +0.6% | +15.7% | -15.1% | -1.2% |
| 3M | +10.9% | +35.2% | -24.3% | +7.0% |
| 6M | +28.2% | +6.1% | +22.1% | +26.5% |
| YTD | +8.6% | +32.6% | -24.0% | +3.8% |
| 1Y | +15.5% | +46.9% | -31.4% | +8.8% |
| 3Y | +31.8% | +276.3% | -244.5% | -3.7% |
| All | +31.8% | +279.1% | -247.3% | -3.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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