-40.3%
NOW vs WPM
+32.1%
-72.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -0.8% | +3.9% | +3.2% |
| 7D | -5.6% | +3.1% | -8.7% | -5.7% |
| 30D | -26.8% | -1.8% | -24.9% | -26.9% |
| 3M | -19.4% | +1.0% | -20.4% | -19.7% |
| 6M | +12.3% | -5.4% | +17.8% | +11.4% |
| YTD | -32.9% | +15.9% | -48.8% | -36.4% |
| 1Y | -40.3% | +30.8% | -71.1% | -44.1% |
| All | -40.3% | +32.1% | -72.4% | -44.1% |
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