+562.5%
LITE vs WPM
+210.4%
+352.1%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -0.3% | -4.2% | -4.4% |
| 7D | +10.8% | -3.6% | +14.3% | +12.2% |
| 30D | -33.4% | +1.4% | -34.9% | -33.9% |
| 3M | -32.2% | -0.2% | -32.1% | -32.8% |
| 6M | -42.1% | -7.3% | -34.8% | -41.5% |
| YTD | +61.9% | +12.3% | +49.5% | +53.3% |
| 1Y | +163.0% | +24.9% | +138.1% | +142.6% |
| 3Y | +1,358.0% | +210.4% | +1,147.7% | +954.4% |
| All | +562.5% | +210.4% | +352.1% | +410.7% |
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