+64.7%
D vs WPM
+280.0%
-215.2%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.1% | +0.6% | -0.3% |
| 7D | +1.5% | +1.1% | +0.4% | +1.3% |
| 30D | -2.6% | +26.4% | -28.9% | -5.1% |
| 3M | 0.0% | +20.8% | -20.8% | -2.2% |
| 6M | +7.4% | +1.1% | +6.2% | +7.0% |
| YTD | +15.9% | +32.5% | -16.6% | +10.5% |
| 1Y | +18.1% | +51.5% | -33.4% | +9.7% |
| All | +64.7% | +280.0% | -215.2% | +17.8% |
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