+234.1%
TER vs WPM
+47.7%
+186.4%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.1% | +2.1% | +2.6% |
| 7D | +12.4% | +3.9% | +8.5% | +10.2% |
| 30D | +5.1% | +17.7% | -12.5% | -4.1% |
| 3M | +4.0% | +39.4% | -35.5% | -14.7% |
| 6M | +29.5% | +6.4% | +23.1% | +20.3% |
| YTD | +98.5% | +34.0% | +64.5% | +74.6% |
| 1Y | +234.1% | +50.5% | +183.6% | +188.2% |
| All | +234.1% | +47.7% | +186.4% | +188.2% |
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 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