+1,659.2%
BE vs WPM
+225.6%
+1,433.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -5.1% | +0.7% | -1.3% |
| 7D | -13.4% | +16.4% | -29.7% | -21.7% |
| 30D | -33.9% | -1.5% | -32.4% | -33.4% |
| 3M | -12.0% | +2.6% | -14.5% | -14.2% |
| 6M | -29.0% | -1.3% | -27.6% | -29.6% |
| YTD | +113.4% | +16.8% | +96.6% | +88.1% |
| 1Y | +33.2% | +34.1% | -0.9% | +8.6% |
| 3Y | +1,659.2% | +225.1% | +1,434.1% | +570.2% |
| All | +1,659.2% | +225.6% | +1,433.6% | +570.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling