+506.3%
NOW vs WPM
+556.6%
-50.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -5.1% | +2.0% | -2.4% |
| 7D | -8.7% | +16.4% | -25.1% | -10.8% |
| 30D | -29.3% | -1.5% | -27.8% | -29.2% |
| 3M | -21.8% | +2.6% | -24.4% | -22.4% |
| 6M | +9.2% | -1.3% | +10.6% | +8.6% |
| YTD | -35.0% | +16.8% | -51.7% | -37.8% |
| 1Y | -42.5% | +34.1% | -76.6% | -46.3% |
| 3Y | -21.5% | +225.1% | -246.7% | -38.4% |
| 5Y | -25.8% | +234.5% | -260.3% | -42.9% |
| 10Y | +506.3% | +674.1% | -167.8% | +337.0% |
| All | +506.3% | +556.6% | -50.3% | +337.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling