+634.6%
P vs WPM
+749.7%
-115.1%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.7% | -1.9% |
| 7D | +11.6% | -3.6% | +15.2% | +12.4% |
| 30D | -23.7% | +1.4% | -25.1% | -24.1% |
| 3M | -8.0% | -0.2% | -7.8% | -8.8% |
| 6M | +27.9% | -7.3% | +35.2% | +28.2% |
| YTD | +61.2% | +12.3% | +48.8% | +54.5% |
| 1Y | +28.6% | +24.9% | +3.7% | +20.8% |
| 3Y | +200.5% | +210.4% | -9.9% | +132.9% |
| 5Y | +282.9% | +210.4% | +72.6% | +191.6% |
| All | +634.6% | +749.7% | -115.1% | +410.4% |
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 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