+5,451.6%
WDC vs WPM
+5,967.5%
-515.9%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.9% | -1.1% | +6.9% | +6.1% |
| 7D | +1.7% | +1.1% | +0.7% | +1.4% |
| 30D | -10.0% | +26.4% | -36.3% | -14.8% |
| 3M | -18.8% | +20.8% | -39.6% | -22.2% |
| 6M | +79.0% | +1.1% | +77.9% | +77.2% |
| YTD | +171.6% | +32.5% | +139.1% | +155.1% |
| 1Y | +417.4% | +51.5% | +365.9% | +372.9% |
| 3Y | +1,251.8% | +267.0% | +984.8% | +935.6% |
| 5Y | +911.7% | +250.1% | +661.6% | +670.7% |
| 10Y | +1,399.6% | +540.4% | +859.3% | +863.5% |
| All | +5,451.6% | +5,967.5% | -515.9% | +1,942.0% |
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