+99.4%
BP vs WPM
+5,967.5%
-5,868.1%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.1% | +1.6% | +0.7% |
| 7D | +3.9% | +1.1% | +2.9% | +3.6% |
| 30D | +7.6% | +26.4% | -18.7% | +2.5% |
| 3M | +0.7% | +20.8% | -20.1% | -3.7% |
| 6M | +15.5% | +1.1% | +14.4% | +13.1% |
| YTD | +30.8% | +32.5% | -1.6% | +20.7% |
| 1Y | +34.3% | +51.5% | -17.2% | +19.9% |
| 3Y | +35.1% | +267.0% | -232.0% | -1.1% |
| 5Y | +126.8% | +250.1% | -123.3% | +65.0% |
| 10Y | +123.4% | +540.4% | -417.0% | +34.3% |
| All | +99.4% | +5,967.5% | -5,868.1% | -40.9% |
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