+728.4%
DIA vs WPM
+5,967.5%
-5,239.1%
-51.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.5% | -0.4% |
| 7D | -0.2% | +1.1% | -1.3% | -0.3% |
| 30D | -1.5% | +26.4% | -27.9% | -4.0% |
| 3M | +3.8% | +20.8% | -17.1% | +1.4% |
| 6M | +10.3% | +1.1% | +9.2% | +9.5% |
| YTD | +12.1% | +32.5% | -20.4% | +7.9% |
| 1Y | +18.6% | +51.5% | -32.9% | +12.4% |
| 3Y | +60.6% | +267.0% | -206.4% | +37.6% |
| 5Y | +64.4% | +250.1% | -185.7% | +40.2% |
| 10Y | +250.1% | +540.4% | -290.3% | +172.3% |
| All | +728.4% | +5,967.5% | -5,239.1% | +357.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling