+40.9%
BP vs WPM
+47.7%
-6.8%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.8% |
| 7D | +4.0% | +3.9% | +0.1% | +4.2% |
| 30D | +7.8% | +17.7% | -9.8% | +8.7% |
| 3M | +8.4% | +39.4% | -31.1% | +10.2% |
| 6M | +15.1% | +6.4% | +8.6% | +17.0% |
| YTD | +36.4% | +34.0% | +2.4% | +38.4% |
| 1Y | +40.9% | +50.5% | -9.6% | +43.0% |
| All | +40.9% | +47.7% | -6.8% | +43.0% |
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