-2.4%
U vs WPM
+44.1%
-46.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.7% | +2.6% | +0.1% |
| 7D | 0.0% | -3.6% | +3.6% | +1.2% |
| 30D | -4.1% | +12.5% | -16.6% | -8.3% |
| 3M | +57.8% | +40.6% | +17.2% | +39.3% |
| 6M | +103.5% | +0.5% | +103.0% | +96.7% |
| YTD | -4.8% | +29.0% | -33.8% | -8.1% |
| 1Y | -2.4% | +43.8% | -46.2% | -7.5% |
| All | -2.4% | +44.1% | -46.5% | -7.5% |
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