+236.9%
LUV vs WPM
+5,972.6%
-5,735.7%
-72.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +0.1% | -2.5% | -2.4% |
| 7D | +3.1% | +7.0% | -3.9% | +2.6% |
| 30D | -17.4% | +15.7% | -33.2% | -18.4% |
| 3M | -4.9% | +35.2% | -40.1% | -7.2% |
| 6M | -5.7% | +6.1% | -11.8% | -6.5% |
| YTD | -5.2% | +32.6% | -37.7% | -7.7% |
| 1Y | +24.1% | +46.9% | -22.8% | +19.8% |
| 3Y | +39.6% | +276.3% | -236.7% | +25.4% |
| 5Y | -12.5% | +260.0% | -272.5% | -21.7% |
| 10Y | +12.9% | +508.5% | -495.6% | -4.8% |
| All | +236.9% | +5,972.6% | -5,735.7% | +130.1% |
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