+265.0%
C vs WPM
+270.0%
-5.0%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | -0.2% |
| 7D | +3.6% | +1.1% | +2.6% | +3.5% |
| 30D | +0.1% | +26.4% | -26.3% | -2.8% |
| 3M | +2.4% | +20.8% | -18.4% | -0.4% |
| 6M | +24.9% | +1.1% | +23.8% | +23.3% |
| YTD | +19.8% | +32.5% | -12.7% | +14.7% |
| 1Y | +44.9% | +51.5% | -6.7% | +36.6% |
| All | +265.0% | +270.0% | -5.0% | +196.3% |
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