+24.3%
DECK vs WPM
+241.8%
-217.5%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.7% | -2.3% | -1.6% |
| 7D | +6.0% | +7.5% | -1.4% | +5.4% |
| 30D | +7.4% | -3.8% | +11.2% | +7.5% |
| 3M | -11.7% | +8.0% | -19.6% | -12.3% |
| 6M | -11.0% | +6.1% | -17.0% | -11.6% |
| YTD | -15.4% | +13.2% | -28.6% | -17.4% |
| 1Y | +7.2% | +37.9% | -30.6% | +2.9% |
| 3Y | -11.8% | +201.7% | -213.6% | -25.7% |
| 5Y | +24.3% | +240.0% | -215.7% | +2.0% |
| All | +24.3% | +241.8% | -217.5% | +2.0% |
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 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