-38.8%
FIS vs WPM
+214.5%
-253.3%
-67.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | -0.3% | +4.4% | +4.1% |
| 7D | +2.8% | -3.6% | +6.4% | +2.6% |
| 30D | -16.7% | +1.4% | -18.2% | -15.9% |
| 3M | -32.3% | -0.2% | -32.1% | -31.6% |
| 6M | -29.1% | -7.3% | -21.7% | -28.2% |
| YTD | -54.1% | +12.3% | -66.5% | -54.4% |
| 1Y | -53.7% | +24.9% | -78.6% | -54.4% |
| 3Y | -38.8% | +210.4% | -249.2% | -47.5% |
| All | -38.8% | +214.5% | -253.3% | -47.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling