+1,086.7%
FLEX vs WPM
+523.6%
+563.1%
-70.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.1% | -2.5% | -1.6% |
| 7D | +6.4% | +3.9% | +2.5% | +5.5% |
| 30D | -5.9% | +17.7% | -23.5% | -9.3% |
| 3M | -23.5% | +39.4% | -62.9% | -29.0% |
| 6M | +83.7% | +6.4% | +77.3% | +79.4% |
| YTD | +86.5% | +34.0% | +52.5% | +74.7% |
| 1Y | +100.5% | +50.5% | +50.0% | +83.9% |
| 3Y | +469.8% | +280.3% | +189.5% | +346.0% |
| 5Y | +725.7% | +266.3% | +459.3% | +537.3% |
| 10Y | +1,086.7% | +550.8% | +535.9% | +759.0% |
| All | +1,086.7% | +523.6% | +563.1% | +759.0% |
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