+1,524.3%
BN vs WPM
+5,967.5%
-4,443.2%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | -0.1% |
| 7D | -2.5% | +1.1% | -3.5% | -2.7% |
| 30D | -9.5% | +26.4% | -35.8% | -13.4% |
| 3M | -10.4% | +20.8% | -31.2% | -13.8% |
| 6M | -6.4% | +1.1% | -7.5% | -7.4% |
| YTD | -11.9% | +32.5% | -44.3% | -17.3% |
| 1Y | -8.6% | +51.5% | -60.1% | -16.6% |
| 3Y | +77.6% | +267.0% | -189.5% | +37.2% |
| 5Y | +37.0% | +250.1% | -213.1% | +5.5% |
| 10Y | +266.4% | +540.4% | -274.0% | +141.0% |
| All | +1,524.3% | +5,967.5% | -4,443.2% | +458.1% |
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