+323.8%
SN vs WPM
+259.2%
+64.5%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.1% | +0.9% | +1.0% |
| 7D | +0.1% | +7.0% | -6.9% | -1.1% |
| 30D | -5.6% | +15.7% | -21.3% | -8.3% |
| 3M | +48.1% | +35.2% | +12.9% | +39.4% |
| 6M | +57.6% | +6.1% | +51.5% | +54.0% |
| YTD | +56.5% | +32.6% | +23.9% | +47.1% |
| 1Y | +52.6% | +46.9% | +5.6% | +40.8% |
| 3Y | +412.0% | +276.3% | +135.7% | +285.1% |
| All | +323.8% | +259.2% | +64.5% | +214.3% |
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 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