+6,815.1%
PWR vs WPM
+5,046.3%
+1,768.8%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | +11.3% | -3.6% | +14.9% | +12.1% |
| 30D | -8.9% | +1.4% | -10.3% | -9.5% |
| 3M | -10.5% | -0.2% | -10.3% | -11.3% |
| 6M | -22.2% | -7.3% | -14.9% | -21.9% |
| YTD | +42.7% | +12.3% | +30.4% | +36.5% |
| 1Y | +41.1% | +24.9% | +16.2% | +32.0% |
| 3Y | +242.7% | +210.4% | +32.4% | +163.2% |
| 5Y | +418.5% | +210.4% | +208.2% | +291.0% |
| 10Y | +1,855.0% | +731.7% | +1,123.3% | +1,015.1% |
| All | +6,815.1% | +5,046.3% | +1,768.8% | +2,170.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling