+129.4%
LITE vs WPM
+40.9%
+88.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | +5.6% | +5.1% | +8.1% |
| 7D | -12.9% | +20.8% | -33.7% | -20.6% |
| 30D | -46.0% | +3.8% | -49.8% | -46.7% |
| 3M | -33.0% | +7.4% | -40.4% | -35.9% |
| 6M | -34.0% | +4.0% | -38.0% | -36.5% |
| YTD | +61.7% | +23.0% | +38.7% | +18.5% |
| All | +129.4% | +40.9% | +88.5% | +34.9% |
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