+6.6%
PL vs WPM
+33.8%
-27.2%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.1% | +4.4% | +1.9% |
| 7D | +5.6% | +16.4% | -10.7% | -2.5% |
| 30D | -16.9% | -1.5% | -15.5% | -16.1% |
| 3M | -38.2% | +2.6% | -40.8% | -39.9% |
| 6M | -63.4% | -1.3% | -62.1% | -63.6% |
| YTD | -27.6% | +16.8% | -44.4% | -40.5% |
| 1Y | +6.6% | +34.1% | -27.6% | -21.1% |
| All | +6.6% | +33.8% | -27.2% | -21.1% |
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