+226.8%
SOXX vs WPM
+267.3%
-40.5%
-41.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | +2.1% | -0.2% | +1.3% |
| 7D | +1.4% | -0.6% | +1.9% | +1.6% |
| 30D | -3.6% | +14.4% | -18.0% | -7.6% |
| 3M | -10.2% | +37.0% | -47.1% | -18.7% |
| 6M | +54.2% | +4.1% | +50.1% | +49.1% |
| YTD | +75.2% | +31.7% | +43.5% | +60.5% |
| 1Y | +107.5% | +44.2% | +63.3% | +85.6% |
| 3Y | +226.8% | +265.5% | -38.7% | +135.6% |
| All | +226.8% | +267.3% | -40.5% | +135.6% |
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