+207.2%
C vs WPM
+752.0%
-544.8%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -2.8% | +2.7% | +0.1% |
| 7D | +4.7% | -0.5% | +5.2% | +4.8% |
| 30D | +0.2% | -3.1% | +3.3% | +0.3% |
| 3M | -9.3% | -2.2% | -7.2% | -9.4% |
| 6M | -0.8% | -7.4% | +6.6% | -0.9% |
| YTD | +8.5% | +12.6% | -4.1% | +7.1% |
| 1Y | +23.1% | +22.8% | +0.3% | +20.9% |
| 3Y | +220.8% | +213.6% | +7.1% | +199.8% |
| 5Y | +112.4% | +211.2% | -98.8% | +96.3% |
| All | +207.2% | +752.0% | -544.8% | +203.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling