+636.7%
DELL vs WPM
+259.8%
+376.9%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -3.7% | -1.7% | -4.3% |
| 7D | -1.9% | -3.6% | +1.7% | -0.8% |
| 30D | +14.9% | +12.5% | +2.4% | +11.1% |
| 3M | +37.2% | +40.6% | -3.4% | +24.0% |
| 6M | +254.0% | +0.5% | +253.4% | +245.9% |
| YTD | +306.1% | +29.0% | +277.1% | +277.9% |
| 1Y | +312.3% | +43.8% | +268.5% | +274.1% |
| All | +636.7% | +259.8% | +376.9% | +397.7% |
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