+1,172.1%
LITE vs WPM
+212.7%
+959.3%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.9% | +2.8% | +4.6% |
| 7D | -35.9% | +16.9% | -52.9% | -40.3% |
| 30D | -51.5% | +2.0% | -53.5% | -51.9% |
| 3M | -35.7% | +8.9% | -44.7% | -38.6% |
| 6M | -43.0% | +1.6% | -44.5% | -44.3% |
| YTD | +46.1% | +16.5% | +29.6% | +33.5% |
| 1Y | +124.7% | +42.2% | +82.5% | +92.9% |
| 3Y | +1,172.1% | +213.3% | +958.8% | +674.4% |
| All | +1,172.1% | +212.7% | +959.3% | +674.4% |
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