+577.7%
WPM vs AVAV
+423.1%
+154.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | AVAV | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | +12.6% | -7.0% | +4.6% |
| 7D | +20.8% | +3.2% | +17.7% | +20.3% |
| 30D | +3.8% | -7.4% | +11.2% | +4.2% |
| 3M | +7.4% | -32.0% | +39.4% | +10.2% |
| 6M | +4.0% | -24.6% | +28.5% | +5.4% |
| YTD | +23.0% | -47.5% | +70.5% | +26.7% |
| 1Y | +45.9% | -61.5% | +107.4% | +53.1% |
| 3Y | +242.9% | +5.5% | +237.5% | +229.0% |
| 5Y | +259.5% | +35.7% | +223.8% | +235.6% |
| 10Y | +577.7% | +379.1% | +198.6% | +615.9% |
| All | +577.7% | +423.1% | +154.6% | +615.9% |
Cumulative growth
Daily Returns
Daily percentage return beside AVAV.
Daily Out/Under-Performance
Portfolio return minus AVAV return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AVAV 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 AVAV 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