+199.8%
TER vs WPM
+53.7%
+146.1%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | -1.1% | +6.5% | +6.0% |
| 7D | +0.6% | +1.1% | -0.5% | -0.1% |
| 30D | -8.3% | +26.4% | -34.7% | -19.9% |
| 3M | -12.2% | +20.8% | -33.1% | -22.0% |
| 6M | +17.0% | +1.1% | +15.9% | +10.7% |
| YTD | +84.6% | +32.5% | +52.1% | +63.1% |
| 1Y | +199.8% | +51.5% | +148.3% | +161.0% |
| All | +199.8% | +53.7% | +146.1% | +161.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling