+44.2%
WPM vs BB
+104.0%
-59.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.7% | +0.4% | +1.9% |
| 7D | -0.6% | -0.4% | -0.2% | -0.5% |
| 30D | +14.4% | -12.5% | +27.0% | +15.9% |
| 3M | +37.0% | -17.4% | +54.4% | +38.1% |
| 6M | +4.1% | +119.1% | -115.0% | -3.4% |
| YTD | +31.7% | +102.4% | -70.7% | +22.3% |
| 1Y | +44.2% | +98.2% | -54.0% | +29.9% |
| All | +44.2% | +104.0% | -59.8% | +29.9% |
Cumulative growth
Daily Returns
Daily percentage return beside BB.
Daily Out/Under-Performance
Portfolio return minus BB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BB 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 BB 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