+24.3%
P vs WPM
+26.6%
-2.3%
-40.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | -2.8% | +6.2% | +4.1% |
| 7D | +17.8% | -0.5% | +18.3% | +18.0% |
| 30D | -29.9% | -3.1% | -26.7% | -29.2% |
| 3M | -1.2% | -2.2% | +1.0% | -1.9% |
| 6M | +32.1% | -7.4% | +39.5% | +31.4% |
| YTD | +64.3% | +12.6% | +51.7% | +42.5% |
| 1Y | +24.3% | +22.8% | +1.4% | +0.5% |
| All | +24.3% | +26.6% | -2.3% | +0.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling