+222.6%
WPM vs BB
+154.6%
+68.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.2% | -5.0% |
| 7D | +16.4% | +11.6% | +4.8% | +14.8% |
| 30D | -1.5% | +2.6% | -4.0% | -1.9% |
| 3M | +2.6% | +3.5% | -1.0% | +1.7% |
| 6M | -1.3% | +43.5% | -44.8% | -6.5% |
| YTD | +16.8% | +141.2% | -124.4% | +3.4% |
| 1Y | +34.1% | +97.4% | -63.3% | +21.2% |
| All | +222.6% | +154.6% | +68.0% | +172.9% |
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 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