+584.3%
PL vs WPM
+246.6%
+337.7%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +14.5% | +5.6% | +8.9% | +11.8% |
| 7D | +10.9% | +20.8% | -9.9% | +1.0% |
| 30D | -16.4% | +3.8% | -20.2% | -17.9% |
| 3M | -39.9% | +7.4% | -47.3% | -42.7% |
| 6M | -63.2% | +4.0% | -67.2% | -64.2% |
| YTD | -27.1% | +23.0% | -50.2% | -35.6% |
| 1Y | +12.2% | +45.9% | -33.8% | -7.8% |
| 3Y | +584.3% | +242.9% | +341.3% | +224.9% |
| All | +584.3% | +246.6% | +337.7% | +224.9% |
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