+392.1%
TGT vs WPM
+5,972.6%
-5,580.5%
-64.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.1% | -1.1% |
| 7D | -0.6% | +7.0% | -7.7% | -1.2% |
| 30D | +9.5% | +15.7% | -6.2% | +8.2% |
| 3M | +32.3% | +35.2% | -3.0% | +28.9% |
| 6M | +37.0% | +6.1% | +30.9% | +35.7% |
| YTD | +71.0% | +32.6% | +38.5% | +65.9% |
| 1Y | +85.0% | +46.9% | +38.1% | +77.7% |
| 3Y | +46.8% | +276.3% | -229.5% | +29.4% |
| 5Y | -22.7% | +260.0% | -282.7% | -32.1% |
| 10Y | +216.3% | +508.5% | -292.3% | +161.1% |
| All | +392.1% | +5,972.6% | -5,580.5% | +204.4% |
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