+232.6%
GE vs WPM
+5,060.0%
-4,827.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -2.8% | -0.7% | -3.2% |
| 7D | +5.1% | -0.5% | +5.6% | +5.2% |
| 30D | +7.6% | -3.1% | +10.7% | +7.8% |
| 3M | -9.3% | -2.2% | -7.1% | -9.4% |
| 6M | +11.5% | -7.4% | +18.9% | +11.8% |
| YTD | +7.9% | +12.6% | -4.8% | +5.4% |
| 1Y | +7.6% | +22.8% | -15.2% | +4.2% |
| 3Y | +265.9% | +213.6% | +52.2% | +219.0% |
| 5Y | +405.9% | +211.2% | +194.7% | +337.9% |
| 10Y | +149.6% | +733.9% | -584.3% | +87.7% |
| All | +232.6% | +5,060.0% | -4,827.5% | +84.1% |
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