+11.7%
ACWI vs WPM
+26.6%
-14.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -2.8% | +2.2% | -0.1% |
| 7D | +2.7% | -0.5% | +3.2% | +2.7% |
| 30D | -2.6% | -3.1% | +0.5% | -2.3% |
| 3M | -3.2% | -2.2% | -1.0% | -3.3% |
| 6M | +1.9% | -7.4% | +9.3% | +2.0% |
| YTD | +11.3% | +12.6% | -1.3% | +7.1% |
| 1Y | +11.7% | +22.8% | -11.2% | +5.4% |
| All | +11.7% | +26.6% | -14.9% | +5.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling