+23.0%
C vs WPM
+33.8%
-10.8%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -5.1% | +5.3% | +1.0% |
| 7D | -0.4% | +16.4% | -16.7% | -2.7% |
| 30D | -5.2% | -1.5% | -3.7% | -5.2% |
| 3M | -9.1% | +2.6% | -11.6% | -9.9% |
| 6M | -1.6% | -1.3% | -0.3% | -3.1% |
| YTD | +6.9% | +16.8% | -9.8% | -0.7% |
| 1Y | +23.0% | +34.1% | -11.2% | +9.0% |
| All | +23.0% | +33.8% | -10.8% | +9.0% |
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