+39.8%
BKNG vs WPM
+259.8%
-219.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.2% | +0.8% |
| 7D | -10.7% | -3.6% | -7.1% | -10.5% |
| 30D | -18.1% | +12.5% | -30.6% | -18.8% |
| 3M | +8.5% | +40.6% | -32.1% | +6.2% |
| 6M | -0.1% | +0.5% | -0.6% | -0.8% |
| YTD | -18.2% | +29.0% | -47.3% | -20.3% |
| 1Y | -19.9% | +43.8% | -63.7% | -22.8% |
| All | +39.8% | +259.8% | -219.9% | +25.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling