+7,071.1%
PWR vs WPM
+5,967.5%
+1,103.6%
-69.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.1% | +1.8% | +0.9% |
| 7D | +3.6% | +1.1% | +2.5% | +3.3% |
| 30D | -8.6% | +26.4% | -34.9% | -13.2% |
| 3M | -13.2% | +20.8% | -34.0% | -16.9% |
| 6M | +9.9% | +1.1% | +8.8% | +8.5% |
| YTD | +48.0% | +32.5% | +15.6% | +37.7% |
| 1Y | +66.2% | +51.5% | +14.6% | +49.9% |
| 3Y | +195.1% | +267.0% | -71.9% | +119.8% |
| 5Y | +442.6% | +250.1% | +192.4% | +300.7% |
| 10Y | +2,334.2% | +540.4% | +1,793.9% | +1,370.3% |
| All | +7,071.1% | +5,967.5% | +1,103.6% | +2,189.3% |
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