+449.4%
FLEX vs WPM
+280.0%
+169.5%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.8% |
| 7D | -0.9% | +1.1% | -2.0% | -1.3% |
| 30D | -10.1% | +26.4% | -36.5% | -17.3% |
| 3M | -31.3% | +20.8% | -52.2% | -36.3% |
| 6M | +71.3% | +1.1% | +70.2% | +64.9% |
| YTD | +81.2% | +32.5% | +48.8% | +64.5% |
| 1Y | +98.5% | +51.5% | +47.0% | +74.8% |
| All | +449.4% | +280.0% | +169.5% | +304.8% |
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 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