-8.5%
CHWY vs WPM
+267.3%
-275.8%
-63.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.1% | -5.1% | -3.4% |
| 7D | -13.6% | -0.6% | -13.1% | -13.6% |
| 30D | -8.5% | +14.4% | -23.0% | -10.8% |
| 3M | +8.9% | +37.0% | -28.1% | +2.4% |
| 6M | -20.5% | +4.1% | -24.6% | -21.4% |
| YTD | -38.2% | +31.7% | -69.9% | -42.3% |
| 1Y | -43.3% | +44.2% | -87.4% | -48.5% |
| 3Y | -8.5% | +265.5% | -274.0% | -37.6% |
| All | -8.5% | +267.3% | -275.8% | -37.6% |
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