+713.8%
HAS vs WPM
+5,967.5%
-5,253.7%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -1.1% | +0.5% | -0.4% |
| 7D | -1.8% | +1.1% | -2.9% | -1.9% |
| 30D | +2.3% | +26.4% | -24.1% | +0.1% |
| 3M | +10.4% | +20.8% | -10.5% | +8.2% |
| 6M | -3.2% | +1.1% | -4.3% | -3.9% |
| YTD | +15.4% | +32.5% | -17.0% | +11.8% |
| 1Y | +18.8% | +51.5% | -32.7% | +13.5% |
| 3Y | +43.9% | +267.0% | -223.1% | +26.5% |
| 5Y | +13.9% | +250.1% | -236.2% | -0.3% |
| 10Y | +56.4% | +540.4% | -483.9% | +26.4% |
| All | +713.8% | +5,967.5% | -5,253.7% | +407.3% |
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