+390.3%
GDDY vs WPM
+830.2%
-439.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +2.1% | -0.3% | +1.6% |
| 7D | -3.2% | -0.6% | -2.6% | -3.2% |
| 30D | +6.8% | +14.4% | -7.6% | +5.6% |
| 3M | +30.5% | +37.0% | -6.5% | +27.0% |
| 6M | +13.3% | +4.1% | +9.2% | +12.4% |
| YTD | -21.0% | +31.7% | -52.7% | -23.6% |
| 1Y | -34.0% | +44.2% | -78.2% | -36.9% |
| 3Y | +33.1% | +265.5% | -232.4% | +14.9% |
| 5Y | +30.3% | +262.5% | -232.2% | +11.6% |
| 10Y | +205.5% | +539.8% | -334.3% | +153.4% |
| All | +390.3% | +830.2% | -439.9% | +352.2% |
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