+91.1%
EXPE vs WPM
+261.1%
-170.0%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | +0.1% | -8.0% | -7.9% |
| 7D | -9.8% | +7.0% | -16.8% | -10.9% |
| 30D | -11.5% | +15.7% | -27.2% | -13.9% |
| 3M | +21.7% | +35.2% | -13.5% | +14.8% |
| 6M | +10.4% | +6.1% | +4.3% | +8.1% |
| YTD | -2.5% | +32.6% | -35.1% | -10.6% |
| 1Y | +27.3% | +46.9% | -19.6% | +12.9% |
| 3Y | +153.5% | +276.3% | -122.8% | +63.7% |
| 5Y | +91.1% | +260.0% | -168.9% | +13.0% |
| All | +91.1% | +261.1% | -170.0% | +13.0% |
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