+11.2%
AR vs WPM
+33.8%
-22.6%
-26.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | +0.2% | +4.1% | +4.3% |
| 7D | -5.8% | +16.4% | -22.1% | -4.2% |
| 30D | +4.8% | -1.5% | +6.3% | +5.3% |
| 3M | +1.5% | +2.6% | -1.0% | +2.6% |
| 6M | +4.7% | -1.3% | +6.0% | +5.7% |
| YTD | +9.2% | +16.8% | -7.6% | +4.5% |
| 1Y | +11.2% | +34.1% | -23.0% | -1.9% |
| All | +11.2% | +33.8% | -22.6% | -1.9% |
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