+1,003.0%
BE vs WPM
+699.3%
+303.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.7% | +2.1% | +4.6% | +5.7% |
| 7D | +9.0% | -0.6% | +9.6% | +9.4% |
| 30D | +16.3% | +14.4% | +1.9% | +8.7% |
| 3M | +10.8% | +37.0% | -26.2% | -4.7% |
| 6M | +73.2% | +4.1% | +69.1% | +67.7% |
| YTD | +217.4% | +31.7% | +185.6% | +177.3% |
| 1Y | +309.8% | +44.2% | +265.6% | +245.9% |
| 3Y | +1,726.2% | +265.5% | +1,460.7% | +940.8% |
| 5Y | +1,306.2% | +262.5% | +1,043.7% | +684.4% |
| All | +1,003.0% | +699.3% | +303.7% | +528.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling