+655.3%
P vs WPM
+659.5%
-4.2%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.8% | +5.2% | +4.6% |
| 7D | -4.7% | +3.1% | -7.8% | -5.3% |
| 30D | -31.4% | -1.8% | -29.6% | -31.3% |
| 3M | -2.6% | +1.0% | -3.6% | -3.7% |
| 6M | +21.9% | -5.4% | +27.4% | +21.7% |
| YTD | +58.9% | +15.9% | +43.1% | +51.4% |
| 1Y | +21.7% | +30.8% | -9.1% | +13.3% |
| 3Y | +193.3% | +222.6% | -29.3% | +125.4% |
| 5Y | +275.1% | +227.4% | +47.8% | +182.6% |
| 10Y | +655.3% | +757.8% | -102.5% | +414.0% |
| All | +655.3% | +659.5% | -4.2% | +414.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling