+319.1%
DELL vs WPM
+53.7%
+265.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.8% |
| 7D | +14.9% | +1.1% | +13.8% | +14.6% |
| 30D | +13.3% | +26.4% | -13.1% | +4.5% |
| 3M | +24.4% | +20.8% | +3.6% | +15.4% |
| 6M | +258.0% | +1.1% | +256.9% | +244.9% |
| YTD | +320.2% | +32.5% | +287.7% | +291.6% |
| 1Y | +319.1% | +51.5% | +267.5% | +284.8% |
| All | +319.1% | +53.7% | +265.3% | +284.8% |
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 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