+5,013.3%
WPM vs BB
-63.6%
+5,077.0%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.4% | +2.1% | 0.0% |
| 7D | -3.6% | +1.8% | -5.4% | -3.8% |
| 30D | +1.4% | +8.1% | -6.7% | +0.4% |
| 3M | -0.2% | -1.0% | +0.8% | -0.5% |
| 6M | -7.3% | +45.9% | -53.2% | -12.4% |
| YTD | +12.3% | +134.8% | -122.5% | +0.1% |
| 1Y | +24.9% | +104.6% | -79.7% | +12.8% |
| 3Y | +210.4% | +152.8% | +57.5% | +164.6% |
| 5Y | +210.4% | -17.4% | +227.8% | +191.5% |
| 10Y | +731.7% | +22.4% | +709.3% | +527.2% |
| All | +5,013.3% | -63.6% | +5,077.0% | +4,181.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling