-10.6%
BA vs WPM
+38.8%
-49.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +12.0% | -9.9% | -0.3% |
| 7D | +5.9% | +3.9% | +2.0% | +4.9% |
| 30D | -8.2% | -3.5% | -4.7% | -7.6% |
| 3M | -25.4% | +14.1% | -39.5% | -28.5% |
| 6M | -20.0% | +6.2% | -26.2% | -22.2% |
| YTD | -18.5% | +12.4% | -30.9% | -19.2% |
| 1Y | -10.6% | +40.0% | -50.6% | -10.6% |
| All | -10.6% | +38.8% | -49.4% | -10.6% |
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 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