-2.8%
EXPE vs WPM
+21.9%
-24.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.3% | -0.9% | -1.2% |
| 7D | -0.5% | -3.6% | +3.1% | -0.3% |
| 30D | -6.1% | +1.4% | -7.5% | -6.7% |
| 3M | -21.3% | -0.2% | -21.1% | -21.5% |
| 6M | +19.0% | -7.3% | +26.3% | +17.6% |
| YTD | -8.4% | +12.3% | -20.8% | -13.2% |
| 1Y | -2.8% | +24.9% | -27.7% | -10.8% |
| All | -2.8% | +21.9% | -24.7% | -10.8% |
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