+69.9%
PR vs WPM
+33.8%
+36.1%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -5.1% | +6.0% | +0.6% |
| 7D | -9.5% | +16.4% | -25.9% | -8.5% |
| 30D | -5.7% | -1.5% | -4.2% | -5.1% |
| 3M | +3.0% | +2.6% | +0.4% | +4.1% |
| 6M | +11.8% | -1.3% | +13.1% | +13.3% |
| YTD | +58.5% | +16.8% | +41.7% | +60.8% |
| 1Y | +69.9% | +34.1% | +35.8% | +68.6% |
| All | +69.9% | +33.8% | +36.1% | +68.6% |
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