+50.0%
EXPE vs WPM
+38.8%
+11.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +12.0% | -1.5% | +9.4% |
| 7D | +14.6% | +3.9% | +10.7% | +13.8% |
| 30D | +21.4% | -3.5% | +24.9% | +21.0% |
| 3M | +1.4% | +14.1% | -12.7% | +0.5% |
| 6M | +28.6% | +6.2% | +22.4% | +26.9% |
| YTD | +12.1% | +12.4% | -0.3% | +1.2% |
| 1Y | +50.0% | +40.0% | +10.1% | +15.8% |
| All | +50.0% | +38.8% | +11.2% | +15.8% |
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 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