+66.1%
T vs WPM
+224.4%
-158.3%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.8% | +2.2% | +1.5% |
| 7D | +2.0% | +3.1% | -1.1% | +1.9% |
| 30D | -1.0% | -1.8% | +0.8% | -1.1% |
| 3M | -8.1% | +1.0% | -9.1% | -8.3% |
| 6M | -8.3% | -5.4% | -2.8% | -8.2% |
| YTD | -6.1% | +15.9% | -22.0% | -7.8% |
| 1Y | -7.4% | +30.8% | -38.2% | -10.0% |
| All | +66.1% | +224.4% | -158.3% | +47.0% |
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