+59.7%
HAS vs WPM
+40.9%
+18.8%
-27.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.6% | -3.9% | +1.1% |
| 7D | +2.2% | +20.8% | -18.6% | 0.0% |
| 30D | +29.6% | +3.8% | +25.8% | +28.8% |
| 3M | +30.3% | +7.4% | +22.9% | +28.4% |
| 6M | +25.6% | +4.0% | +21.7% | +23.6% |
| YTD | +50.8% | +23.0% | +27.8% | +44.5% |
| All | +59.7% | +40.9% | +18.8% | +50.5% |
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