+1,107.1%
WAT vs WPM
+5,060.0%
-3,952.9%
-61.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -2.8% | +0.9% | -1.5% |
| 7D | +2.0% | -0.5% | +2.5% | +2.1% |
| 30D | +7.7% | -3.1% | +10.8% | +7.9% |
| 3M | +11.1% | -2.2% | +13.2% | +11.0% |
| 6M | +31.2% | -7.4% | +38.6% | +31.6% |
| YTD | +21.7% | +12.6% | +9.0% | +18.7% |
| 1Y | +19.3% | +22.8% | -3.5% | +15.2% |
| 3Y | +80.6% | +213.6% | -133.0% | +55.2% |
| 5Y | +29.5% | +211.2% | -181.7% | +10.5% |
| 10Y | +225.3% | +733.9% | -508.6% | +141.7% |
| All | +1,107.1% | +5,060.0% | -3,952.9% | +711.1% |
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