+14.5%
NET vs WPM
+38.8%
-24.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | +12.0% | -14.6% | -3.0% |
| 7D | -16.4% | +3.9% | -20.3% | -16.4% |
| 30D | -25.8% | -3.5% | -22.3% | -25.6% |
| 3M | -11.5% | +14.1% | -25.6% | -11.8% |
| 6M | +18.9% | +6.2% | +12.7% | +17.8% |
| YTD | +35.2% | +12.4% | +22.8% | +24.5% |
| 1Y | +14.5% | +40.0% | -25.5% | -4.8% |
| All | +14.5% | +38.8% | -24.3% | -4.8% |
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 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