+41.9%
CMI vs WPM
+53.7%
-11.8%
-24.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -1.1% | +3.8% | +3.1% |
| 7D | -0.7% | +1.1% | -1.8% | -1.1% |
| 30D | -13.4% | +26.4% | -39.8% | -20.0% |
| 3M | -17.0% | +20.8% | -37.8% | -22.6% |
| 6M | -1.6% | +1.1% | -2.8% | -4.6% |
| YTD | +11.0% | +32.5% | -21.5% | +1.4% |
| 1Y | +41.9% | +51.5% | -9.6% | +29.0% |
| All | +41.9% | +53.7% | -11.8% | +29.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling