+107.8%
CB vs WPM
+210.4%
-102.6%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.3% | +1.3% | +1.1% |
| 7D | +2.9% | -3.6% | +6.5% | +3.0% |
| 30D | +7.3% | +1.4% | +5.9% | +7.2% |
| 3M | +9.4% | -0.2% | +9.6% | +9.2% |
| 6M | +19.6% | -7.3% | +26.9% | +19.9% |
| YTD | +21.5% | +12.3% | +9.1% | +19.7% |
| 1Y | +28.0% | +24.9% | +3.1% | +25.2% |
| 3Y | +74.9% | +210.4% | -135.5% | +59.7% |
| All | +107.8% | +210.4% | -102.6% | +90.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling