-40.7%
NOW vs WPM
+40.9%
-81.6%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +5.6% | -4.8% | +0.5% |
| 7D | -3.1% | +20.8% | -23.9% | -3.9% |
| 30D | -27.0% | +3.8% | -30.9% | -27.3% |
| 3M | -17.7% | +7.4% | -25.1% | -18.2% |
| 6M | +12.7% | +4.0% | +8.7% | +11.7% |
| YTD | -32.9% | +23.0% | -55.9% | -36.6% |
| All | -40.7% | +40.9% | -81.6% | -44.6% |
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