+81.3%
USB vs WPM
+749.7%
-668.4%
-52.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.3% | +1.1% | +0.9% |
| 7D | +2.6% | -3.6% | +6.2% | +2.7% |
| 30D | +8.4% | +1.4% | +7.0% | +8.3% |
| 3M | -5.5% | -0.2% | -5.4% | -5.6% |
| 6M | +17.7% | -7.3% | +25.0% | +17.8% |
| YTD | +17.6% | +12.3% | +5.2% | +16.6% |
| 1Y | +33.9% | +24.9% | +9.0% | +32.4% |
| 3Y | +103.8% | +210.4% | -106.5% | +95.1% |
| 5Y | +25.6% | +210.4% | -184.8% | +19.3% |
| All | +81.3% | +749.7% | -668.4% | +81.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling