+999.2%
FLEX vs WPM
+5,967.5%
-4,968.3%
-88.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.6% | +1.7% |
| 7D | -0.9% | +1.1% | -2.0% | -1.1% |
| 30D | -10.1% | +26.4% | -36.5% | -14.6% |
| 3M | -31.3% | +20.8% | -52.2% | -34.3% |
| 6M | +71.3% | +1.1% | +70.2% | +69.9% |
| YTD | +81.2% | +32.5% | +48.8% | +70.2% |
| 1Y | +98.5% | +51.5% | +47.0% | +81.2% |
| 3Y | +428.2% | +267.0% | +161.2% | +303.3% |
| 5Y | +657.3% | +250.1% | +407.1% | +473.7% |
| 10Y | +995.9% | +540.4% | +455.6% | +602.3% |
| All | +999.2% | +5,967.5% | -4,968.3% | +249.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling