+99.7%
TXN vs WPM
+38.8%
+60.9%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +12.0% | -12.3% | -3.0% |
| 7D | +1.0% | +3.9% | -2.9% | +0.1% |
| 30D | +6.1% | -3.5% | +9.6% | +6.9% |
| 3M | +10.4% | +14.1% | -3.7% | +5.5% |
| 6M | +12.6% | +6.2% | +6.3% | +9.3% |
| YTD | +83.5% | +12.4% | +71.1% | +72.3% |
| 1Y | +99.7% | +40.0% | +59.8% | +76.5% |
| All | +99.7% | +38.8% | +60.9% | +76.5% |
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