+39.1%
O vs WPM
+214.5%
-175.4%
-19.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.5% | -0.7% |
| 7D | -0.4% | -3.6% | +3.2% | -0.1% |
| 30D | +7.1% | +1.4% | +5.7% | +6.8% |
| 3M | -5.2% | -0.2% | -5.1% | -5.5% |
| 6M | -1.8% | -7.3% | +5.5% | -1.3% |
| YTD | +9.1% | +12.3% | -3.3% | +6.2% |
| 1Y | +9.7% | +24.9% | -15.2% | +5.2% |
| 3Y | +39.1% | +210.4% | -171.2% | +11.4% |
| All | +39.1% | +214.5% | -175.4% | +11.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling