+371.6%
ALL vs WPM
+749.7%
-378.1%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.6% | +0.4% |
| 7D | +5.0% | -3.6% | +8.6% | +5.1% |
| 30D | +13.3% | +1.4% | +11.9% | +13.1% |
| 3M | +3.2% | -0.2% | +3.4% | +2.9% |
| 6M | +25.3% | -7.3% | +32.7% | +25.5% |
| YTD | +30.5% | +12.3% | +18.1% | +28.5% |
| 1Y | +29.2% | +24.9% | +4.3% | +26.3% |
| 3Y | +119.1% | +210.4% | -91.3% | +101.7% |
| 5Y | +162.6% | +210.4% | -47.7% | +139.3% |
| All | +371.6% | +749.7% | -378.1% | +333.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling