+27.2%
P vs WPM
+46.9%
-19.7%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.6% | +1.6% |
| 7D | +7.8% | +7.0% | +0.8% | +6.0% |
| 30D | +12.3% | +15.7% | -3.4% | +7.1% |
| 3M | +37.1% | +35.2% | +1.9% | +23.7% |
| 6M | +66.1% | +6.1% | +60.0% | +58.7% |
| YTD | +50.9% | +32.6% | +18.4% | +35.9% |
| 1Y | +27.2% | +46.9% | -19.7% | +12.1% |
| All | +27.2% | +46.9% | -19.7% | +12.1% |
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