+490.8%
LITE vs WPM
+246.3%
+244.5%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.9% | +2.8% | +4.7% |
| 7D | -35.9% | +16.9% | -52.9% | -39.5% |
| 30D | -51.5% | +2.0% | -53.5% | -51.9% |
| 3M | -35.7% | +8.9% | -44.7% | -38.0% |
| 6M | -43.0% | +1.6% | -44.5% | -44.0% |
| YTD | +46.1% | +16.5% | +29.6% | +36.7% |
| 1Y | +124.7% | +42.2% | +82.5% | +100.4% |
| 3Y | +1,172.1% | +213.3% | +958.8% | +813.9% |
| All | +490.8% | +246.3% | +244.5% | +323.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling