+2,946.8%
WAB vs WPM
+5,060.0%
-2,113.2%
-64.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.8% |
| 7D | +7.9% | -0.5% | +8.4% | +8.0% |
| 30D | +4.9% | -3.1% | +8.0% | +5.2% |
| 3M | +1.8% | -2.2% | +3.9% | +1.6% |
| 6M | +12.0% | -7.4% | +19.4% | +12.3% |
| YTD | +41.3% | +12.6% | +28.6% | +36.6% |
| 1Y | +43.8% | +22.8% | +21.0% | +37.2% |
| 3Y | +171.1% | +213.6% | -42.6% | +120.8% |
| 5Y | +217.7% | +211.2% | +6.6% | +155.7% |
| 10Y | +272.3% | +733.9% | -461.5% | +143.8% |
| All | +2,946.8% | +5,060.0% | -2,113.2% | +1,133.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling