+229.9%
WPM vs BB
-13.7%
+243.6%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -0.9% | -4.2% | -5.0% |
| 7D | +16.4% | +11.6% | +4.8% | +14.6% |
| 30D | -1.5% | +2.6% | -4.0% | -1.9% |
| 3M | +2.6% | +3.5% | -1.0% | +1.6% |
| 6M | -1.3% | +43.5% | -44.8% | -7.5% |
| YTD | +16.8% | +141.2% | -124.4% | +1.4% |
| 1Y | +34.1% | +97.4% | -63.3% | +19.3% |
| 3Y | +225.1% | +151.1% | +74.0% | +167.8% |
| All | +229.9% | -13.7% | +243.6% | +214.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling