+70.3%
PR vs WPM
+556.6%
-486.3%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.1% | +6.0% | +1.1% |
| 7D | -9.5% | +16.4% | -25.9% | -10.2% |
| 30D | -5.7% | -1.5% | -4.2% | -5.6% |
| 3M | +3.0% | +2.6% | +0.4% | +2.8% |
| 6M | +11.8% | -1.3% | +13.1% | +11.7% |
| YTD | +58.5% | +16.8% | +41.7% | +55.9% |
| 1Y | +69.9% | +34.1% | +35.8% | +65.4% |
| 3Y | +84.9% | +225.1% | -140.2% | +67.6% |
| 5Y | +246.4% | +234.5% | +12.0% | +210.3% |
| 10Y | +70.3% | +674.1% | -603.8% | +69.7% |
| All | +70.3% | +556.6% | -486.3% | +69.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling