+252.8%
SPOT vs WPM
+736.4%
-483.6%
-80.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.1% | -1.3% | +0.4% |
| 7D | -3.1% | -0.6% | -2.5% | -3.0% |
| 30D | +7.4% | +14.4% | -7.0% | +4.6% |
| 3M | +8.2% | +37.0% | -28.8% | +1.7% |
| 6M | +2.2% | +4.1% | -1.9% | +0.5% |
| YTD | -9.5% | +31.7% | -41.2% | -15.4% |
| 1Y | -23.8% | +44.2% | -68.0% | -30.4% |
| 3Y | +233.5% | +265.5% | -32.0% | +153.5% |
| 5Y | +112.2% | +262.5% | -150.3% | +58.7% |
| All | +252.8% | +736.4% | -483.6% | +177.9% |
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