+281.9%
BA vs WPM
+5,236.6%
-4,954.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.9% | -2.4% | +0.1% |
| 7D | +1.1% | +16.9% | -15.8% | -1.0% |
| 30D | -7.9% | +2.0% | -9.9% | -8.3% |
| 3M | -25.3% | +8.9% | -34.3% | -26.5% |
| 6M | -24.6% | +1.6% | -26.2% | -25.2% |
| YTD | -20.1% | +16.5% | -36.6% | -22.6% |
| 1Y | -11.8% | +42.2% | -54.0% | -16.7% |
| 3Y | -10.1% | +213.3% | -223.4% | -24.0% |
| 5Y | -22.7% | +249.9% | -272.7% | -36.1% |
| 10Y | +35.1% | +549.4% | -514.3% | +0.1% |
| All | +281.9% | +5,236.6% | -4,954.6% | +99.2% |
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