+3,177.1%
TER vs WPM
+5,967.5%
-2,790.5%
-83.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.1% | +6.5% | +5.7% |
| 7D | +0.6% | +1.1% | -0.5% | +0.4% |
| 30D | -8.3% | +26.4% | -34.6% | -13.1% |
| 3M | -12.2% | +20.8% | -33.0% | -15.9% |
| 6M | +17.1% | +1.1% | +16.0% | +16.5% |
| YTD | +84.7% | +32.5% | +52.2% | +73.9% |
| 1Y | +199.9% | +51.5% | +148.4% | +174.1% |
| 3Y | +232.8% | +267.0% | -34.3% | +150.9% |
| 5Y | +198.6% | +250.1% | -51.5% | +124.3% |
| 10Y | +1,669.7% | +540.4% | +1,129.4% | +1,020.6% |
| All | +3,177.1% | +5,967.5% | -2,790.5% | +1,160.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling