+274.8%
CG vs WPM
+749.7%
-474.9%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.3% | +1.3% | +1.1% |
| 7D | +0.2% | -3.6% | +3.7% | +0.8% |
| 30D | +11.2% | +1.4% | +9.7% | +10.8% |
| 3M | -22.1% | -0.2% | -21.9% | -22.4% |
| 6M | -17.9% | -7.3% | -10.6% | -17.6% |
| YTD | -31.3% | +12.3% | -43.6% | -33.5% |
| 1Y | -24.0% | +24.9% | -48.9% | -27.5% |
| 3Y | +45.0% | +210.4% | -165.4% | +19.6% |
| 5Y | -22.6% | +210.4% | -233.0% | -37.3% |
| All | +274.8% | +749.7% | -474.9% | +200.5% |
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