+1,972.6%
NOW vs WPM
+511.9%
+1,460.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +2.9% | -3.3% | -0.7% |
| 7D | -3.0% | +16.9% | -19.9% | -4.6% |
| 30D | -26.0% | +2.0% | -28.0% | -26.2% |
| 3M | -13.1% | +8.9% | -22.0% | -14.1% |
| 6M | +14.5% | +1.6% | +12.9% | +13.7% |
| YTD | -33.4% | +16.5% | -49.9% | -35.4% |
| 1Y | -40.6% | +42.2% | -82.8% | -43.7% |
| 3Y | -16.3% | +213.3% | -229.6% | -28.3% |
| 5Y | -26.3% | +249.9% | -276.2% | -38.2% |
| 10Y | +512.7% | +549.4% | -36.6% | +392.1% |
| All | +1,972.6% | +511.9% | +1,460.6% | +1,489.9% |
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