+115.4%
FOXA vs WPM
+267.3%
-151.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +2.1% | -0.9% | +1.1% |
| 7D | +0.8% | -0.6% | +1.3% | +0.8% |
| 30D | +5.0% | +14.4% | -9.4% | +4.7% |
| 3M | -3.0% | +37.0% | -40.0% | -3.9% |
| 6M | +14.8% | +4.1% | +10.6% | +15.2% |
| YTD | -8.9% | +31.7% | -40.6% | -10.1% |
| 1Y | +13.3% | +44.2% | -30.8% | +11.1% |
| 3Y | +115.4% | +265.5% | -150.1% | +87.7% |
| All | +115.4% | +267.3% | -151.9% | +87.7% |
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