+324.8%
WM vs WPM
+659.5%
-334.7%
-30.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +2.0% | +1.3% |
| 7D | +0.8% | +3.1% | -2.3% | +0.5% |
| 30D | +13.8% | -1.8% | +15.6% | +13.8% |
| 3M | +6.4% | +1.0% | +5.4% | +6.0% |
| 6M | +13.2% | -5.4% | +18.7% | +13.3% |
| YTD | +10.8% | +15.9% | -5.1% | +8.4% |
| 1Y | +20.2% | +30.8% | -10.6% | +16.3% |
| 3Y | +46.5% | +222.6% | -176.2% | +30.6% |
| 5Y | +61.3% | +227.4% | -166.1% | +42.5% |
| 10Y | +324.8% | +757.8% | -433.0% | +256.5% |
| All | +324.8% | +659.5% | -334.7% | +256.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling