+21.3%
NOK vs WPM
+38.8%
-17.5%
-53.2%
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% | -5.8% |
| 7D | -10.4% | +3.9% | -14.3% | -11.4% |
| 30D | -19.0% | -3.5% | -15.5% | -18.1% |
| 3M | -16.7% | +14.1% | -30.8% | -19.3% |
| 6M | -37.1% | +6.2% | -43.4% | -38.0% |
| YTD | +27.7% | +12.4% | +15.3% | +22.3% |
| 1Y | +21.3% | +40.0% | -18.7% | +8.0% |
| All | +21.3% | +38.8% | -17.5% | +8.0% |
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