+3,800.0%
FIX vs WPM
+553.6%
+3,246.4%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.4% | +5.6% | +3.8% | +8.4% |
| 7D | -7.2% | +20.8% | -28.0% | -10.6% |
| 30D | -35.1% | +3.8% | -38.9% | -35.6% |
| 3M | -34.3% | +7.4% | -41.7% | -35.4% |
| 6M | -42.9% | +4.0% | -46.9% | -43.8% |
| YTD | +19.5% | +23.0% | -3.6% | +14.4% |
| 1Y | +16.8% | +45.9% | -29.2% | +9.2% |
| 3Y | +506.7% | +242.9% | +263.8% | +404.0% |
| 5Y | +1,046.7% | +259.5% | +787.2% | +838.0% |
| 10Y | +3,800.0% | +577.7% | +3,222.2% | +2,985.8% |
| All | +3,800.0% | +553.6% | +3,246.4% | +2,985.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling