+73.7%
EXE vs WPM
+225.5%
-151.8%
-30.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -0.8% | +1.5% | +0.9% |
| 7D | +1.5% | +3.1% | -1.6% | +1.0% |
| 30D | -0.2% | -1.8% | +1.6% | -0.1% |
| 3M | -9.2% | +1.0% | -10.2% | -9.9% |
| 6M | -7.2% | -5.4% | -1.8% | -7.3% |
| YTD | -18.3% | +15.9% | -34.2% | -23.2% |
| 1Y | -23.6% | +30.8% | -54.4% | -30.4% |
| 3Y | +21.9% | +222.6% | -200.7% | -16.1% |
| 5Y | +73.7% | +227.4% | -153.7% | +21.8% |
| All | +73.7% | +225.5% | -151.8% | +21.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling