+295.8%
FTI vs WPM
+558.4%
-262.6%
-85.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +2.1% | -1.1% | +0.8% |
| 7D | -4.4% | -0.6% | -3.8% | -4.3% |
| 30D | +1.5% | +14.4% | -12.9% | -0.1% |
| 3M | +8.2% | +37.0% | -28.8% | +4.1% |
| 6M | +18.8% | +4.1% | +14.7% | +17.4% |
| YTD | +71.7% | +31.7% | +40.0% | +64.6% |
| 1Y | +90.0% | +44.2% | +45.9% | +79.9% |
| 3Y | +270.5% | +265.5% | +5.0% | +213.8% |
| 5Y | +1,084.5% | +262.5% | +822.0% | +891.6% |
| All | +295.8% | +558.4% | -262.6% | +209.6% |
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