+267.8%
WPM vs BB
+69.2%
+198.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +2.2% | -2.1% | -0.2% |
| 7D | +7.0% | +0.5% | +6.5% | +6.9% |
| 30D | +15.7% | -12.4% | +28.1% | +17.3% |
| 3M | +35.2% | -15.3% | +50.5% | +36.6% |
| 6M | +6.1% | +128.8% | -122.7% | -4.7% |
| YTD | +32.6% | +107.7% | -75.1% | +20.4% |
| 1Y | +46.9% | +103.9% | -57.0% | +32.7% |
| All | +267.8% | +69.2% | +198.6% | +214.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling