-23.1%
EXE vs WPM
+21.9%
-45.1%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.3% | +1.1% | +0.8% |
| 7D | +5.3% | -3.6% | +8.9% | +5.2% |
| 30D | -2.2% | +1.4% | -3.6% | -2.0% |
| 3M | -5.9% | -0.2% | -5.7% | -5.7% |
| 6M | -5.7% | -7.3% | +1.6% | -6.1% |
| YTD | -17.8% | +12.3% | -30.2% | -21.4% |
| 1Y | -23.1% | +24.9% | -48.0% | -29.7% |
| All | -23.1% | +21.9% | -45.1% | -29.7% |
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 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