+160.8%
EXC vs WPM
+523.6%
-362.8%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +1.1% | -1.6% | -0.7% |
| 7D | +0.3% | +3.9% | -3.5% | -0.2% |
| 30D | -0.9% | +17.7% | -18.5% | -3.2% |
| 3M | -2.7% | +39.4% | -42.1% | -7.4% |
| 6M | -9.4% | +6.4% | -15.8% | -10.9% |
| YTD | +3.0% | +34.0% | -30.9% | -3.0% |
| 1Y | +5.1% | +50.5% | -45.4% | -3.2% |
| 3Y | +20.6% | +280.3% | -259.7% | -6.5% |
| 5Y | +45.7% | +266.3% | -220.6% | +11.8% |
| 10Y | +160.8% | +550.8% | -390.0% | +79.4% |
| All | +160.8% | +523.6% | -362.8% | +79.4% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling