+0.8%
META vs WPM
+38.8%
-38.0%
-28.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +12.0% | -10.5% | -0.1% |
| 7D | +2.9% | +3.9% | -1.0% | +2.3% |
| 30D | -15.1% | -3.5% | -11.6% | -14.8% |
| 3M | +7.2% | +14.1% | -6.9% | +4.8% |
| 6M | +3.4% | +6.2% | -2.8% | +1.8% |
| YTD | -4.3% | +12.4% | -16.7% | -5.4% |
| 1Y | +0.8% | +40.0% | -39.2% | -1.9% |
| All | +0.8% | +38.8% | -38.0% | -1.9% |
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