+2,771.1%
NOW vs WPM
+595.8%
+2,175.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.1% | -1.9% | -2.9% |
| 7D | -2.4% | +1.1% | -3.5% | -2.5% |
| 30D | +20.5% | +26.4% | -5.8% | +17.6% |
| 3M | +18.3% | +20.8% | -2.5% | +15.8% |
| 6M | +24.1% | +1.1% | +23.0% | +23.1% |
| YTD | -7.8% | +32.5% | -40.2% | -11.5% |
| 1Y | -21.4% | +51.5% | -72.9% | -25.9% |
| 3Y | +19.5% | +267.0% | -247.5% | +0.8% |
| 5Y | +4.1% | +250.1% | -246.0% | -12.7% |
| 10Y | +826.4% | +540.4% | +286.1% | +639.8% |
| All | +2,771.1% | +595.8% | +2,175.4% | +2,078.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling