+360.5%
BE vs WPM
+53.7%
+306.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.1% | +8.4% | +8.1% |
| 7D | +20.0% | +1.1% | +18.9% | +19.0% |
| 30D | +7.9% | +26.4% | -18.4% | -10.0% |
| 3M | -13.2% | +20.8% | -34.0% | -25.7% |
| 6M | +53.5% | +1.1% | +52.3% | +48.3% |
| YTD | +191.0% | +32.5% | +158.6% | +120.0% |
| 1Y | +360.5% | +51.5% | +309.0% | +199.3% |
| All | +360.5% | +53.7% | +306.8% | +199.3% |
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