+911.5%
BE vs WPM
+703.8%
+207.7%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.4% | -1.1% | +8.4% | +7.8% |
| 7D | +20.0% | +1.1% | +18.9% | +19.3% |
| 30D | +7.9% | +26.4% | -18.4% | -4.0% |
| 3M | -13.2% | +20.8% | -34.0% | -20.9% |
| 6M | +53.5% | +1.1% | +52.3% | +50.5% |
| YTD | +191.0% | +32.5% | +158.6% | +153.5% |
| 1Y | +360.5% | +51.5% | +309.0% | +280.8% |
| 3Y | +1,568.0% | +267.0% | +1,301.0% | +848.0% |
| 5Y | +1,055.2% | +250.1% | +805.1% | +549.3% |
| All | +911.5% | +703.8% | +207.7% | +474.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling