+53.5%
BE vs WPM
+0.4%
+53.0%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.1% | +8.4% | +8.0% |
| 7D | +20.0% | +1.1% | +18.9% | +19.1% |
| 30D | +7.9% | +26.4% | -18.4% | -8.8% |
| 3M | -13.2% | +20.8% | -34.0% | -26.3% |
| 6M | +53.5% | +1.1% | +52.3% | +45.7% |
| All | +53.5% | +0.4% | +53.0% | +45.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling