+1,456.0%
LMT vs WPM
+5,972.6%
-4,516.6%
-50.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.1% | +2.0% | +2.1% |
| 7D | -1.5% | +7.0% | -8.6% | -2.1% |
| 30D | -8.2% | +15.7% | -24.0% | -9.4% |
| 3M | +3.7% | +35.2% | -31.5% | +1.0% |
| 6M | -19.2% | +6.1% | -25.3% | -20.0% |
| YTD | +12.9% | +32.6% | -19.7% | +9.4% |
| 1Y | +19.8% | +46.9% | -27.1% | +14.9% |
| 3Y | +37.3% | +276.3% | -239.0% | +20.9% |
| 5Y | +74.4% | +260.0% | -185.6% | +53.0% |
| 10Y | +188.9% | +508.5% | -319.6% | +136.5% |
| All | +1,456.0% | +5,972.6% | -4,516.6% | +831.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling