+85.4%
BE vs WPM
+21.9%
+63.5%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.9% | -0.3% | -4.7% | -4.7% |
| 7D | +10.8% | -3.6% | +14.4% | +13.7% |
| 30D | -19.8% | +1.4% | -21.2% | -20.6% |
| 3M | -18.7% | -0.2% | -18.5% | -19.5% |
| 6M | -33.7% | -7.3% | -26.4% | -32.7% |
| YTD | +121.0% | +12.3% | +108.6% | +80.6% |
| 1Y | +85.4% | +24.9% | +60.5% | +29.5% |
| All | +85.4% | +21.9% | +63.5% | +29.5% |
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