-6.3%
UPS vs WPM
+215.3%
-221.6%
-44.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +0.9% | -1.6% |
| 7D | -0.6% | -0.5% | -0.1% | -0.6% |
| 30D | +16.4% | -3.1% | +19.6% | +16.5% |
| 3M | +7.9% | -2.2% | +10.1% | +7.7% |
| 6M | +15.8% | -7.4% | +23.2% | +15.4% |
| YTD | +16.6% | +12.6% | +3.9% | +15.1% |
| 1Y | +22.3% | +22.8% | -0.5% | +20.6% |
| All | -6.3% | +215.3% | -221.6% | -20.7% |
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