+77.0%
PR vs WPM
+26.6%
+50.4%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | -2.8% | +4.8% | +1.8% |
| 7D | +6.7% | -0.5% | +7.2% | +6.7% |
| 30D | -6.1% | -3.1% | -3.0% | -5.7% |
| 3M | +6.9% | -2.2% | +9.0% | +7.6% |
| 6M | +14.6% | -7.4% | +22.0% | +15.7% |
| YTD | +66.1% | +12.6% | +53.5% | +67.6% |
| 1Y | +77.0% | +22.8% | +54.2% | +75.9% |
| All | +77.0% | +26.6% | +50.4% | +75.9% |
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 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