+86.4%
U vs WPM
+225.6%
-139.2%
-67.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -5.1% | +3.0% | -0.3% |
| 7D | +24.4% | +16.4% | +8.0% | +17.7% |
| 30D | +7.4% | -1.5% | +8.8% | +7.7% |
| 3M | +16.8% | +2.6% | +14.2% | +14.5% |
| 6M | +78.8% | -1.3% | +80.1% | +76.2% |
| YTD | +14.0% | +16.8% | -2.8% | +6.4% |
| 1Y | +16.7% | +34.1% | -17.4% | +4.2% |
| 3Y | +86.4% | +225.1% | -138.7% | +6.8% |
| All | +86.4% | +225.6% | -139.2% | +6.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling