+26.5%
BAC vs WPM
+53.7%
-27.2%
-17.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.1% | +0.5% | -0.5% |
| 7D | +0.6% | +1.1% | -0.5% | +0.5% |
| 30D | -0.9% | +26.4% | -27.3% | -2.3% |
| 3M | +16.3% | +20.8% | -4.5% | +14.6% |
| 6M | +26.0% | +1.1% | +24.9% | +24.9% |
| YTD | +15.2% | +32.5% | -17.3% | +11.7% |
| 1Y | +26.5% | +51.5% | -25.0% | +21.9% |
| All | +26.5% | +53.7% | -27.2% | +21.9% |
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