+1,227.8%
BE vs WPM
+261.4%
+966.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +1.1% | -3.9% | -3.5% |
| 7D | +23.9% | +3.9% | +20.1% | +21.2% |
| 30D | +27.8% | +17.7% | +10.2% | +14.8% |
| 3M | +3.7% | +39.4% | -35.7% | -16.1% |
| 6M | +78.0% | +6.4% | +71.5% | +67.3% |
| YTD | +209.9% | +34.0% | +175.9% | +152.4% |
| 1Y | +389.6% | +50.5% | +339.1% | +273.9% |
| 3Y | +1,730.6% | +280.3% | +1,450.3% | +660.0% |
| 5Y | +1,227.8% | +266.3% | +961.5% | +399.9% |
| All | +1,227.8% | +261.4% | +966.5% | +399.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling