-72.2%
CHWY vs WPM
+263.6%
-335.9%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | +2.1% | -5.1% | -3.5% |
| 7D | -13.6% | -0.6% | -13.1% | -13.6% |
| 30D | -8.5% | +14.4% | -23.0% | -11.6% |
| 3M | +8.9% | +37.0% | -28.1% | +0.3% |
| 6M | -20.5% | +4.1% | -24.6% | -22.0% |
| YTD | -38.2% | +31.7% | -69.9% | -43.7% |
| 1Y | -43.3% | +44.2% | -87.4% | -50.1% |
| 3Y | -8.5% | +265.5% | -274.0% | -42.3% |
| All | -72.2% | +263.6% | -335.9% | -83.6% |
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 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