+1,328.0%
GLW vs WPM
+5,967.5%
-4,639.5%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | -1.1% | +6.7% | +5.8% |
| 7D | +3.8% | +1.1% | +2.7% | +3.6% |
| 30D | -1.3% | +26.4% | -27.7% | -5.1% |
| 3M | -21.8% | +20.8% | -42.6% | -24.3% |
| 6M | +6.9% | +1.1% | +5.8% | +6.4% |
| YTD | +77.2% | +32.5% | +44.7% | +69.4% |
| 1Y | +123.2% | +51.5% | +71.7% | +109.1% |
| 3Y | +400.0% | +267.0% | +133.0% | +309.9% |
| 5Y | +342.8% | +250.1% | +92.7% | +260.6% |
| 10Y | +771.4% | +540.4% | +231.0% | +523.5% |
| All | +1,328.0% | +5,967.5% | -4,639.5% | +593.8% |
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