-22.1%
BA vs WPM
+246.3%
-268.4%
-50.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.4% | -0.1% |
| 7D | +1.1% | +16.9% | -15.8% | -2.4% |
| 30D | -7.9% | +2.0% | -9.9% | -8.6% |
| 3M | -25.3% | +8.9% | -34.3% | -27.4% |
| 6M | -24.6% | +1.6% | -26.2% | -25.9% |
| YTD | -20.1% | +16.5% | -36.6% | -24.6% |
| 1Y | -11.8% | +42.2% | -54.0% | -20.5% |
| 3Y | -10.1% | +213.3% | -223.4% | -35.2% |
| All | -22.1% | +246.3% | -268.4% | -45.0% |
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