+1,831.6%
PWR vs WPM
+749.7%
+1,081.9%
-45.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +11.3% | -3.6% | +14.9% | +11.9% |
| 30D | -8.9% | +1.4% | -10.3% | -9.2% |
| 3M | -10.5% | -0.2% | -10.3% | -10.9% |
| 6M | -22.2% | -7.3% | -14.9% | -22.0% |
| YTD | +42.7% | +12.3% | +30.4% | +38.9% |
| 1Y | +41.1% | +24.9% | +16.2% | +35.4% |
| 3Y | +242.7% | +210.4% | +32.4% | +194.7% |
| 5Y | +418.5% | +210.4% | +208.2% | +340.0% |
| All | +1,831.6% | +749.7% | +1,081.9% | +1,462.8% |
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