+358.3%
DELL vs WPM
+46.6%
+311.7%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +2.1% | +9.9% | +11.3% |
| 7D | +8.2% | -0.6% | +8.8% | +8.5% |
| 30D | +17.1% | +14.4% | +2.7% | +12.0% |
| 3M | +45.2% | +37.0% | +8.2% | +29.3% |
| 6M | +286.8% | +4.1% | +282.6% | +270.2% |
| YTD | +354.8% | +31.7% | +323.1% | +325.1% |
| 1Y | +358.3% | +44.2% | +314.1% | +328.3% |
| All | +358.3% | +46.6% | +311.7% | +328.3% |
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