-5.1%
WAT vs WPM
+261.1%
-266.2%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.1% | -1.7% | -1.6% |
| 7D | -0.7% | +7.0% | -7.7% | -1.8% |
| 30D | -1.0% | +15.7% | -16.7% | -3.3% |
| 3M | +10.9% | +35.2% | -24.3% | +5.4% |
| 6M | +33.2% | +6.1% | +27.1% | +30.8% |
| YTD | +6.1% | +32.6% | -26.5% | -0.2% |
| 1Y | +30.2% | +46.9% | -16.7% | +19.8% |
| 3Y | +52.9% | +276.3% | -223.4% | +10.4% |
| 5Y | -5.1% | +260.0% | -265.1% | -34.2% |
| All | -5.1% | +261.1% | -266.2% | -34.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling