+234.7%
TMUS vs WPM
+553.6%
-318.8%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +5.6% | -1.5% | +3.8% |
| 7D | +5.3% | +20.8% | -15.5% | +4.3% |
| 30D | +13.5% | +3.8% | +9.7% | +13.2% |
| 3M | -4.2% | +7.4% | -11.6% | -4.9% |
| 6M | -11.9% | +4.0% | -15.9% | -12.4% |
| YTD | -15.6% | +23.0% | -38.6% | -17.7% |
| 1Y | -16.8% | +45.9% | -62.7% | -20.2% |
| 3Y | +20.8% | +242.9% | -222.1% | +6.0% |
| 5Y | +48.0% | +259.5% | -211.5% | +28.3% |
| 10Y | +234.7% | +577.7% | -343.0% | +187.1% |
| All | +234.7% | +553.6% | -318.8% | +187.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling