+3,663.5%
SHOP vs WPM
+659.5%
+3,004.0%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +2.0% |
| 7D | -2.5% | +3.1% | -5.6% | -3.2% |
| 30D | -16.7% | -1.8% | -14.9% | -16.4% |
| 3M | -2.2% | +1.0% | -3.2% | -2.9% |
| 6M | +45.6% | -5.4% | +51.0% | +46.1% |
| YTD | -7.3% | +15.9% | -23.2% | -12.4% |
| 1Y | -6.1% | +30.8% | -36.9% | -14.0% |
| 3Y | +143.3% | +222.6% | -79.3% | +71.3% |
| 5Y | +0.2% | +227.4% | -227.2% | -30.7% |
| 10Y | +3,663.5% | +757.8% | +2,905.7% | +2,316.6% |
| All | +3,663.5% | +659.5% | +3,004.0% | +2,316.6% |
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