+46.9%
WPM vs ACGL
+2.4%
+44.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACGL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | -0.5% |
| 7D | +7.0% | -2.9% | +10.0% | +6.3% |
| 30D | +15.7% | -2.8% | +18.5% | +15.0% |
| 3M | +35.2% | +6.8% | +28.4% | +36.8% |
| 6M | +6.1% | -1.5% | +7.6% | +6.4% |
| YTD | +32.6% | -0.2% | +32.8% | +32.1% |
| 1Y | +46.9% | +5.3% | +41.6% | +47.0% |
| All | +46.9% | +2.4% | +44.5% | +47.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ACGL.
Daily Out/Under-Performance
Portfolio return minus ACGL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACGL 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 1y: compounded portfolio wealth divided by compounded ACGL 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…
1y analysis · Full analysis span regression · 6 months rolling