+226.4%
EWY vs WPM
+273.6%
-47.1%
-34.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +1.1% | -0.6% | 0.0% |
| 7D | +6.7% | +3.9% | +2.8% | +5.1% |
| 30D | +17.0% | +17.7% | -0.7% | +9.4% |
| 3M | +3.7% | +39.4% | -35.8% | -9.3% |
| 6M | +42.5% | +6.4% | +36.1% | +35.8% |
| YTD | +96.2% | +34.0% | +62.3% | +76.8% |
| 1Y | +160.4% | +50.5% | +109.9% | +126.0% |
| All | +226.4% | +273.6% | -47.1% | +110.2% |
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