+281.9%
BA vs WPM
+5,248.7%
-4,966.8%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -5.1% | +5.7% | +1.2% |
| 7D | 0.0% | +16.4% | -16.3% | -2.0% |
| 30D | -8.9% | -1.5% | -7.5% | -9.0% |
| 3M | -25.5% | +2.6% | -28.1% | -26.1% |
| 6M | -27.0% | -1.3% | -25.6% | -27.3% |
| YTD | -20.1% | +16.8% | -36.9% | -22.6% |
| 1Y | -11.0% | +34.1% | -45.1% | -15.4% |
| 3Y | -11.8% | +225.1% | -237.0% | -25.8% |
| 5Y | -20.6% | +234.5% | -255.1% | -34.1% |
| 10Y | +26.6% | +674.1% | -647.5% | -7.9% |
| All | +281.9% | +5,248.7% | -4,966.8% | +99.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling