+108.2%
T vs WPM
+279.1%
-170.8%
-28.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.1% | -0.4% | -0.3% |
| 7D | -1.5% | +7.0% | -8.6% | -1.7% |
| 30D | +7.6% | +15.7% | -8.1% | +7.1% |
| 3M | +15.3% | +35.2% | -19.9% | +14.3% |
| 6M | -8.5% | +6.1% | -14.6% | -8.4% |
| YTD | +6.8% | +32.6% | -25.8% | +4.3% |
| 1Y | -7.2% | +46.9% | -54.1% | -10.4% |
| 3Y | +108.2% | +276.3% | -168.1% | +75.6% |
| All | +108.2% | +279.1% | -170.8% | +75.6% |
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