+4,404.4%
DELL vs WPM
+558.4%
+3,846.0%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.1% | +9.9% | +11.6% |
| 7D | +8.2% | -0.6% | +8.8% | +8.4% |
| 30D | +17.1% | +14.4% | +2.7% | +14.3% |
| 3M | +45.2% | +37.0% | +8.2% | +37.2% |
| 6M | +286.8% | +4.1% | +282.6% | +280.5% |
| YTD | +354.8% | +31.7% | +323.1% | +332.9% |
| 1Y | +358.3% | +44.2% | +314.1% | +329.8% |
| 3Y | +724.9% | +265.5% | +459.4% | +572.4% |
| 5Y | +1,193.7% | +262.5% | +931.2% | +936.8% |
| All | +4,404.4% | +558.4% | +3,846.0% | +3,410.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling