+855.0%
EXPE vs WPM
+5,723.3%
-4,868.3%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.1% | -0.6% | -1.5% |
| 7D | -9.5% | +1.1% | -10.6% | -9.7% |
| 30D | -6.6% | +26.4% | -33.0% | -9.7% |
| 3M | +31.4% | +20.8% | +10.5% | +27.5% |
| 6M | +35.2% | +1.1% | +34.1% | +33.6% |
| YTD | +5.8% | +32.5% | -26.7% | +0.1% |
| 1Y | +38.7% | +51.5% | -12.9% | +28.4% |
| 3Y | +175.8% | +267.0% | -91.2% | +122.7% |
| 5Y | +111.8% | +250.1% | -138.3% | +70.4% |
| 10Y | +179.7% | +540.4% | -360.6% | +99.2% |
| All | +855.0% | +5,723.3% | -4,868.3% | +418.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling