+519.9%
FIX vs WPM
+224.4%
+295.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.0% | -0.8% | +5.8% | +5.3% |
| 7D | +6.4% | +3.1% | +3.3% | +5.5% |
| 30D | -29.1% | -1.8% | -27.3% | -28.7% |
| 3M | -31.1% | +1.0% | -32.2% | -32.0% |
| 6M | -42.8% | -5.4% | -37.4% | -42.8% |
| YTD | +24.6% | +15.9% | +8.8% | +16.1% |
| 1Y | +21.9% | +30.8% | -8.9% | +9.7% |
| All | +519.9% | +224.4% | +295.5% | +310.4% |
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