-14.4%
BN vs WPM
+44.1%
-58.4%
-22.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.7% | +2.5% | -0.6% |
| 7D | -5.9% | -3.6% | -2.3% | -5.3% |
| 30D | -15.1% | +12.5% | -27.5% | -16.8% |
| 3M | -14.6% | +40.6% | -55.2% | -19.8% |
| 6M | -8.4% | +0.5% | -9.0% | -10.0% |
| YTD | -16.8% | +29.0% | -45.8% | -20.7% |
| 1Y | -14.4% | +43.8% | -58.2% | -20.5% |
| All | -14.4% | +44.1% | -58.4% | -20.5% |
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