-11.5%
BA vs WPM
+40.9%
-52.4%
-33.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +5.6% | -6.2% | -1.7% |
| 7D | -1.7% | +20.8% | -22.5% | -5.5% |
| 30D | -9.5% | +3.8% | -13.3% | -10.3% |
| 3M | -26.5% | +7.4% | -33.9% | -28.2% |
| 6M | -27.4% | +4.0% | -31.3% | -29.3% |
| YTD | -20.6% | +23.0% | -43.6% | -23.0% |
| All | -11.5% | +40.9% | -52.4% | -12.9% |
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