+158.8%
B vs WPM
+261.4%
-102.6%
-47.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +1.1% | 0.0% | +0.2% |
| 7D | +1.0% | +3.9% | -2.8% | -2.2% |
| 30D | +9.5% | +17.7% | -8.2% | -5.1% |
| 3M | +14.3% | +39.4% | -25.1% | -14.4% |
| 6M | -1.9% | +6.4% | -8.3% | -7.9% |
| YTD | +4.1% | +34.0% | -29.9% | -20.6% |
| 1Y | +56.1% | +50.5% | +5.6% | +7.4% |
| 3Y | +202.0% | +280.3% | -78.3% | -7.6% |
| 5Y | +158.8% | +266.3% | -107.5% | -20.4% |
| All | +158.8% | +261.4% | -102.6% | -20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling