+5,993.3%
FIX vs WPM
+502.1%
+5,491.2%
-49.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.1% | +2.3% | +2.4% |
| 7D | +6.1% | +7.0% | -1.0% | +4.8% |
| 30D | -2.7% | +15.7% | -18.4% | -5.4% |
| 3M | -10.9% | +35.2% | -46.2% | -15.9% |
| 6M | +29.0% | +6.1% | +22.9% | +26.4% |
| YTD | +76.9% | +32.6% | +44.3% | +67.7% |
| 1Y | +130.7% | +46.9% | +83.8% | +115.4% |
| 3Y | +790.7% | +276.3% | +514.4% | +633.7% |
| 5Y | +2,185.6% | +260.0% | +1,925.6% | +1,767.2% |
| 10Y | +5,993.3% | +508.5% | +5,484.8% | +4,703.9% |
| All | +5,993.3% | +502.1% | +5,491.2% | +4,703.9% |
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