-13.6%
BKNG vs WPM
+38.8%
-52.4%
-32.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +12.0% | -2.2% | +8.6% |
| 7D | +15.6% | +3.9% | +11.7% | +14.8% |
| 30D | +8.0% | -3.5% | +11.5% | +7.7% |
| 3M | -11.8% | +14.1% | -25.9% | -12.8% |
| 6M | +3.8% | +6.2% | -2.5% | +2.3% |
| YTD | -19.6% | +12.4% | -32.0% | -21.4% |
| 1Y | -13.6% | +40.0% | -53.5% | -20.3% |
| All | -13.6% | +38.8% | -52.4% | -20.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling