+690.0%
RSP vs WPM
+5,535.3%
-4,845.3%
-59.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.3% | +5.6% | -3.3% | +1.5% |
| 7D | +0.4% | +20.8% | -20.4% | -2.1% |
| 30D | +3.7% | +3.8% | -0.1% | +3.0% |
| 3M | +0.8% | +7.4% | -6.6% | -0.6% |
| 6M | +9.1% | +4.0% | +5.1% | +7.6% |
| YTD | +16.7% | +23.0% | -6.3% | +11.8% |
| 1Y | +19.7% | +45.9% | -26.3% | +11.9% |
| 3Y | +66.7% | +242.9% | -176.2% | +36.9% |
| 5Y | +48.7% | +259.5% | -210.8% | +19.9% |
| 10Y | +215.6% | +577.7% | -362.2% | +123.4% |
| All | +690.0% | +5,535.3% | -4,845.3% | +263.8% |
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 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