+3.6%
WBD vs WPM
+263.6%
-260.0%
-78.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.6% | -0.9% |
| 7D | -0.7% | -0.6% | -0.2% | -0.7% |
| 30D | +1.4% | +14.4% | -13.0% | -1.1% |
| 3M | +4.4% | +37.0% | -32.6% | -1.7% |
| 6M | +0.8% | +4.1% | -3.3% | -0.7% |
| YTD | -2.7% | +31.7% | -34.4% | -9.8% |
| 1Y | +73.4% | +44.2% | +29.2% | +56.3% |
| 3Y | +142.1% | +265.5% | -123.3% | +64.5% |
| All | +3.6% | +263.6% | -260.0% | -31.2% |
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