+1,597.9%
BN vs WPM
+5,208.0%
-3,610.1%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.6% |
| 7D | -2.4% | +3.1% | -5.5% | -3.0% |
| 30D | +13.5% | -1.8% | +15.4% | +13.7% |
| 3M | -5.9% | +1.0% | -6.9% | -6.6% |
| 6M | -8.9% | -5.4% | -3.5% | -8.9% |
| YTD | -7.9% | +15.9% | -23.7% | -11.8% |
| 1Y | -8.3% | +30.8% | -39.1% | -14.1% |
| 3Y | +100.8% | +222.6% | -121.9% | +58.2% |
| 5Y | +38.2% | +227.4% | -189.2% | +7.6% |
| 10Y | +302.3% | +757.8% | -455.5% | +152.1% |
| All | +1,597.9% | +5,208.0% | -3,610.1% | +495.5% |
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 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