+115.0%
UMC vs WPM
+38.8%
+76.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +12.0% | -14.1% | -5.3% |
| 7D | -14.7% | +3.9% | -18.6% | -15.6% |
| 30D | -32.9% | -3.5% | -29.4% | -32.2% |
| 3M | -22.2% | +14.1% | -36.2% | -25.7% |
| 6M | +25.9% | +6.2% | +19.7% | +21.2% |
| YTD | +107.9% | +12.4% | +95.5% | +104.5% |
| 1Y | +115.0% | +40.0% | +75.1% | +101.3% |
| All | +115.0% | +38.8% | +76.2% | +101.3% |
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