+707.7%
BE vs WPM
+583.5%
+124.2%
-92.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.6% | -2.8% | -0.8% | -2.3% |
| 7D | +20.5% | -0.5% | +21.0% | +21.1% |
| 30D | -23.4% | -3.1% | -20.2% | -22.4% |
| 3M | -14.9% | -2.2% | -12.7% | -14.6% |
| 6M | -28.1% | -7.4% | -20.7% | -26.0% |
| YTD | +132.4% | +12.6% | +119.8% | +117.9% |
| 1Y | +59.4% | +22.8% | +36.5% | +44.7% |
| 3Y | +1,815.8% | +213.6% | +1,602.2% | +1,073.6% |
| 5Y | +491.3% | +211.2% | +280.1% | +254.2% |
| All | +707.7% | +583.5% | +124.2% | +394.2% |
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 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