+134.3%
SN vs WPM
+26.6%
+107.7%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -2.8% | -0.2% | -2.4% |
| 7D | +1.4% | -0.5% | +1.9% | +1.5% |
| 30D | +16.6% | -3.1% | +19.7% | +17.0% |
| 3M | +18.3% | -2.2% | +20.4% | +17.5% |
| 6M | +103.1% | -7.4% | +110.5% | +103.9% |
| YTD | +96.7% | +12.6% | +84.1% | +80.5% |
| 1Y | +134.3% | +22.8% | +111.5% | +106.3% |
| All | +134.3% | +26.6% | +107.7% | +106.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling