+62.8%
META vs WPM
+254.8%
-192.0%
-76.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.1% | +2.1% | +1.2% |
| 7D | +6.7% | +1.1% | +5.6% | +6.5% |
| 30D | +4.8% | +26.4% | -21.6% | +0.7% |
| 3M | -1.6% | +20.8% | -22.5% | -5.0% |
| 6M | -7.5% | +1.1% | -8.6% | -8.4% |
| YTD | -6.4% | +32.5% | -38.9% | -11.9% |
| 1Y | -17.3% | +51.5% | -68.9% | -24.5% |
| 3Y | +109.9% | +267.0% | -157.1% | +51.7% |
| All | +62.8% | +254.8% | -192.0% | +9.4% |
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