+901.5%
LITE vs WPM
+254.8%
+646.8%
-66.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.1% | +4.3% |
| 7D | -1.5% | +1.1% | -2.6% | -2.0% |
| 30D | +6.7% | +26.4% | -19.7% | -1.5% |
| 3M | -6.8% | +20.8% | -27.6% | -13.0% |
| 6M | +29.4% | +1.1% | +28.3% | +26.7% |
| YTD | +139.1% | +32.5% | +106.6% | +115.7% |
| 1Y | +521.0% | +51.5% | +469.5% | +441.1% |
| 3Y | +1,535.3% | +267.0% | +1,268.3% | +1,037.5% |
| All | +901.5% | +254.8% | +646.8% | +558.2% |
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