+398.8%
SN vs WPM
+212.7%
+186.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +2.9% | -0.2% | +2.2% |
| 7D | +7.2% | +16.9% | -9.7% | +4.3% |
| 30D | +20.4% | +2.0% | +18.4% | +19.7% |
| 3M | +23.9% | +8.9% | +15.0% | +20.9% |
| 6M | +93.0% | +1.6% | +91.5% | +90.1% |
| YTD | +99.2% | +16.5% | +82.7% | +90.4% |
| 1Y | +142.6% | +42.2% | +100.4% | +125.0% |
| 3Y | +398.8% | +213.3% | +185.5% | +264.4% |
| All | +398.8% | +212.7% | +186.1% | +264.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling