-4.6%
BA vs WPM
+270.0%
-274.7%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.1% | +1.9% | +1.0% |
| 7D | +1.2% | +1.1% | +0.1% | +0.9% |
| 30D | -11.6% | +26.4% | -38.0% | -16.0% |
| 3M | -2.4% | +20.8% | -23.2% | -6.8% |
| 6M | -6.6% | +1.1% | -7.7% | -8.6% |
| YTD | -2.2% | +32.5% | -34.7% | -8.7% |
| 1Y | -8.0% | +51.5% | -59.5% | -16.5% |
| All | -4.6% | +270.0% | -274.7% | -27.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling