+9.1%
TE vs WPM
+214.5%
-205.4%
-84.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.3% | -2.8% | -2.9% |
| 7D | -19.1% | -3.6% | -15.5% | -17.6% |
| 30D | -34.1% | +1.4% | -35.6% | -35.0% |
| 3M | -60.1% | -0.2% | -59.9% | -60.2% |
| 6M | -66.0% | -7.3% | -58.6% | -65.2% |
| YTD | -71.4% | +12.3% | -83.8% | -72.2% |
| 1Y | -45.3% | +24.9% | -70.2% | -48.1% |
| 3Y | +9.1% | +210.4% | -201.2% | -26.2% |
| All | +9.1% | +214.5% | -205.4% | -26.2% |
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 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