+3,412.3%
WDC vs WPM
+5,046.3%
-1,634.0%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | -0.3% | -4.7% | -4.9% |
| 7D | +12.1% | -3.6% | +15.6% | +12.9% |
| 30D | -18.8% | +1.4% | -20.2% | -19.3% |
| 3M | -39.3% | -0.2% | -39.1% | -39.9% |
| 6M | -40.1% | -7.3% | -32.8% | -39.9% |
| YTD | +71.8% | +12.3% | +59.5% | +66.1% |
| 1Y | +88.5% | +24.9% | +63.6% | +78.6% |
| 3Y | +770.0% | +210.4% | +559.6% | +586.7% |
| 5Y | +549.0% | +210.4% | +338.7% | +405.2% |
| 10Y | +650.3% | +731.7% | -81.4% | +361.4% |
| All | +3,412.3% | +5,046.3% | -1,634.0% | +1,229.3% |
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