+34.1%
FITB vs WPM
+38.8%
-4.6%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +12.0% | -10.5% | +0.6% |
| 7D | +2.3% | +3.9% | -1.6% | +2.0% |
| 30D | +7.7% | -3.5% | +11.2% | +7.8% |
| 3M | -4.5% | +14.1% | -18.6% | -5.5% |
| 6M | +12.5% | +6.2% | +6.3% | +11.7% |
| YTD | +19.8% | +12.4% | +7.4% | +13.8% |
| 1Y | +34.1% | +40.0% | -5.8% | +22.7% |
| All | +34.1% | +38.8% | -4.6% | +22.7% |
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