+525.4%
WPM vs BEN
+56.6%
+468.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | 0.0% | +2.1% | +2.1% |
| 7D | -0.6% | -3.1% | +2.6% | -0.1% |
| 30D | +14.4% | +0.2% | +14.2% | +14.4% |
| 3M | +37.0% | +6.8% | +30.1% | +35.7% |
| 6M | +4.1% | +38.1% | -34.0% | -0.3% |
| YTD | +31.7% | +44.3% | -12.6% | +25.3% |
| 1Y | +44.2% | +42.6% | +1.6% | +37.3% |
| 3Y | +265.5% | +52.3% | +213.2% | +241.6% |
| 5Y | +262.5% | +37.6% | +224.9% | +237.0% |
| All | +525.4% | +56.6% | +468.8% | +438.8% |
Cumulative growth
Daily Returns
Daily percentage return beside BEN.
Daily Out/Under-Performance
Portfolio return minus BEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BEN 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 10y: compounded portfolio wealth divided by compounded BEN 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…
10y analysis · Full analysis span regression · 6 months rolling