-61.0%
SMR vs WPM
-6.6%
-54.4%
-68.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.3% | -3.1% | -3.1% |
| 7D | -8.3% | -3.6% | -4.7% | -5.6% |
| 30D | -20.1% | +1.4% | -21.5% | -20.8% |
| 3M | -52.7% | -0.2% | -52.5% | -53.1% |
| 6M | -61.0% | -7.3% | -53.7% | -57.2% |
| All | -61.0% | -6.6% | -54.4% | -57.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling