+455.3%
PL vs WPM
+212.7%
+242.6%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.4% | +2.9% | +7.5% | +9.0% |
| 7D | -6.8% | +16.9% | -23.8% | -14.1% |
| 30D | -29.3% | +2.0% | -31.3% | -30.2% |
| 3M | -44.8% | +8.9% | -53.7% | -47.9% |
| 6M | -68.4% | +1.6% | -70.0% | -68.9% |
| YTD | -36.4% | +16.5% | -52.9% | -42.4% |
| 1Y | +0.7% | +42.2% | -41.5% | -16.3% |
| 3Y | +455.3% | +213.3% | +242.0% | +179.5% |
| All | +455.3% | +212.7% | +242.6% | +179.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling