+389.9%
HWM vs WPM
+279.1%
+110.8%
-20.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -10.7% | +0.1% | -10.8% | -10.7% |
| 7D | -9.2% | +7.0% | -16.2% | -10.0% |
| 30D | -17.9% | +15.7% | -33.6% | -19.9% |
| 3M | -6.0% | +35.2% | -41.3% | -11.0% |
| 6M | -7.4% | +6.1% | -13.4% | -9.4% |
| YTD | +13.1% | +32.6% | -19.5% | +7.1% |
| 1Y | +29.3% | +46.9% | -17.6% | +20.6% |
| 3Y | +389.9% | +276.3% | +113.6% | +309.8% |
| All | +389.9% | +279.1% | +110.8% | +309.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling