+29.6%
LUV vs WPM
+53.7%
-24.2%
-33.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | -1.1% | +3.4% | +2.5% |
| 7D | +0.4% | +1.1% | -0.7% | +0.2% |
| 30D | -18.4% | +26.4% | -44.8% | -21.7% |
| 3M | -3.2% | +20.8% | -24.1% | -7.0% |
| 6M | -14.8% | +1.1% | -16.0% | -17.0% |
| YTD | -2.9% | +32.5% | -35.3% | -8.6% |
| 1Y | +29.6% | +51.5% | -21.9% | +18.3% |
| All | +29.6% | +53.7% | -24.2% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling