+1,537.1%
SOXX vs WPM
+558.4%
+978.7%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.2% | +1.4% |
| 7D | +1.4% | -0.6% | +1.9% | +1.5% |
| 30D | -3.6% | +14.4% | -18.0% | -6.4% |
| 3M | -10.2% | +37.0% | -47.1% | -16.1% |
| 6M | +54.2% | +4.1% | +50.1% | +51.5% |
| YTD | +75.2% | +31.7% | +43.5% | +64.6% |
| 1Y | +107.5% | +44.2% | +63.3% | +91.2% |
| 3Y | +226.8% | +265.5% | -38.7% | +153.2% |
| 5Y | +251.2% | +262.5% | -11.3% | +167.6% |
| All | +1,537.1% | +558.4% | +978.7% | +1,114.2% |
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 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