+106.0%
BP vs WPM
+5,208.0%
-5,102.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.3% | +1.7% |
| 7D | -0.8% | +3.1% | -3.9% | -1.4% |
| 30D | -3.1% | -1.8% | -1.3% | -3.3% |
| 3M | +6.2% | +1.0% | +5.2% | +4.9% |
| 6M | +4.8% | -5.4% | +10.2% | +4.0% |
| YTD | +35.2% | +15.9% | +19.3% | +27.0% |
| 1Y | +27.4% | +30.8% | -3.4% | +16.6% |
| 3Y | +49.8% | +222.6% | -172.9% | +11.8% |
| 5Y | +109.4% | +227.4% | -118.0% | +53.3% |
| 10Y | +135.7% | +757.8% | -622.1% | +32.9% |
| All | +106.0% | +5,208.0% | -5,102.0% | -37.8% |
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