-25.1%
NOW vs WPM
+210.4%
-235.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.3% | +1.8% | +1.6% |
| 7D | +0.3% | -3.6% | +3.8% | +0.7% |
| 30D | -27.0% | +1.4% | -28.4% | -27.1% |
| 3M | -19.6% | -0.2% | -19.5% | -20.0% |
| 6M | +17.5% | -7.3% | +24.8% | +17.8% |
| YTD | -33.3% | +12.3% | -45.6% | -35.9% |
| 1Y | -39.8% | +24.9% | -64.7% | -43.3% |
| 3Y | -19.9% | +210.4% | -230.3% | -39.6% |
| All | -25.1% | +210.4% | -235.5% | -32.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling