+32.1%
SOLS vs WPM
+46.0%
-13.9%
-37.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | -1.1% | +4.9% | +4.2% |
| 7D | +0.3% | +1.1% | -0.8% | -0.1% |
| 30D | +2.1% | +26.4% | -24.2% | -6.7% |
| 3M | -24.1% | +20.8% | -45.0% | -30.2% |
| 6M | -15.0% | +1.1% | -16.1% | -18.5% |
| YTD | +31.6% | +32.5% | -0.9% | +17.1% |
| All | +32.1% | +46.0% | -13.9% | +13.8% |
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