+12.4%
GD vs WPM
+46.9%
-34.5%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.1% | -0.9% | -0.8% |
| 7D | -3.5% | +7.0% | -10.5% | -3.8% |
| 30D | -9.0% | +15.7% | -24.8% | -9.9% |
| 3M | +5.1% | +35.2% | -30.1% | +3.0% |
| 6M | -1.0% | +6.1% | -7.1% | -1.6% |
| YTD | +7.3% | +32.6% | -25.3% | +4.6% |
| 1Y | +12.4% | +46.9% | -34.5% | +9.0% |
| All | +12.4% | +46.9% | -34.5% | +9.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling