+19,251.4%
BKNG vs WPM
+5,810.9%
+13,440.5%
-66.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.7% | +4.2% | +1.0% |
| 7D | -10.7% | -3.6% | -7.1% | -10.2% |
| 30D | -18.1% | +12.5% | -30.6% | -19.5% |
| 3M | +8.5% | +40.6% | -32.1% | +3.3% |
| 6M | -0.1% | +0.5% | -0.6% | -1.0% |
| YTD | -18.2% | +29.0% | -47.3% | -22.2% |
| 1Y | -19.9% | +43.8% | -63.7% | -25.2% |
| 3Y | +41.6% | +266.3% | -224.7% | +14.3% |
| 5Y | +93.1% | +255.1% | -162.0% | +54.8% |
| 10Y | +214.8% | +526.8% | -312.0% | +123.2% |
| All | +19,251.4% | +5,810.9% | +13,440.5% | +10,123.1% |
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