+193.4%
B vs WPM
+502.1%
-308.7%
-53.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.1% | -1.5% | -1.5% |
| 7D | +2.3% | +7.0% | -4.7% | -3.0% |
| 30D | +1.4% | +15.7% | -14.4% | -9.9% |
| 3M | +12.2% | +35.2% | -23.0% | -11.9% |
| 6M | -2.1% | +6.1% | -8.2% | -7.3% |
| YTD | +2.9% | +32.6% | -29.6% | -18.5% |
| 1Y | +55.3% | +46.9% | +8.4% | +13.5% |
| 3Y | +198.7% | +276.3% | -77.6% | +5.3% |
| 5Y | +153.8% | +260.0% | -106.2% | -8.0% |
| 10Y | +193.4% | +508.5% | -315.1% | -25.6% |
| All | +193.4% | +502.1% | -308.7% | -25.6% |
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