+84.9%
EWT vs WPM
+46.6%
+38.3%
-19.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.1% | -0.3% | +1.3% |
| 7D | -1.1% | -0.6% | -0.6% | -1.0% |
| 30D | +4.5% | +14.4% | -10.0% | +0.5% |
| 3M | +8.3% | +37.0% | -28.7% | -1.3% |
| 6M | +54.2% | +4.1% | +50.1% | +48.4% |
| YTD | +74.6% | +31.7% | +42.9% | +63.5% |
| 1Y | +84.9% | +44.2% | +40.7% | +70.6% |
| All | +84.9% | +46.6% | +38.3% | +70.6% |
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