+24.7%
BROS vs WPM
+215.3%
-190.7%
-60.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -2.8% | -0.9% | -3.3% |
| 7D | -2.5% | -0.5% | -2.0% | -2.4% |
| 30D | -11.2% | -3.1% | -8.1% | -11.0% |
| 3M | -33.9% | -2.2% | -31.8% | -34.0% |
| 6M | -33.5% | -7.4% | -26.1% | -33.2% |
| YTD | -44.9% | +12.6% | -57.6% | -46.4% |
| 1Y | -41.5% | +22.8% | -64.3% | -43.7% |
| All | +24.7% | +215.3% | -190.7% | -4.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling