+368.4%
ALL vs WPM
+556.6%
-188.3%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -5.1% | +8.0% | +3.1% |
| 7D | -0.1% | +16.4% | -16.5% | -0.7% |
| 30D | +13.8% | -1.5% | +15.3% | +13.8% |
| 3M | -2.8% | +2.6% | -5.3% | -3.1% |
| 6M | +23.7% | -1.3% | +25.0% | +23.4% |
| YTD | +27.3% | +16.8% | +10.5% | +25.2% |
| 1Y | +30.5% | +34.1% | -3.6% | +27.2% |
| 3Y | +113.0% | +225.1% | -112.1% | +95.9% |
| 5Y | +157.6% | +234.5% | -76.9% | +134.3% |
| 10Y | +368.4% | +674.1% | -305.7% | +329.7% |
| All | +368.4% | +556.6% | -188.3% | +329.7% |
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 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