+99.6%
PR vs WPM
+509.3%
-409.7%
-98.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.1% | -0.5% | -1.6% |
| 7D | +2.9% | +1.1% | +1.8% | +2.8% |
| 30D | +18.0% | +26.4% | -8.3% | +16.7% |
| 3M | +16.9% | +20.8% | -4.0% | +15.7% |
| 6M | +28.2% | +1.1% | +27.1% | +28.0% |
| YTD | +69.3% | +32.5% | +36.9% | +65.9% |
| 1Y | +69.5% | +51.5% | +18.0% | +64.3% |
| 3Y | +81.7% | +267.0% | -185.3% | +65.3% |
| 5Y | +422.2% | +250.1% | +172.1% | +368.8% |
| All | +99.6% | +509.3% | -409.7% | +90.0% |
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