+266.3%
WPM vs BEN
+40.0%
+226.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.4% |
| 7D | +3.9% | +3.4% | +0.5% | +3.1% |
| 30D | +17.7% | +1.8% | +15.9% | +17.2% |
| 3M | +39.4% | +8.4% | +31.1% | +37.0% |
| 6M | +6.4% | +35.6% | -29.2% | 0.0% |
| YTD | +34.0% | +46.4% | -12.4% | +23.9% |
| 1Y | +50.5% | +46.3% | +4.2% | +39.0% |
| 3Y | +280.3% | +54.6% | +225.7% | +242.9% |
| 5Y | +266.3% | +39.4% | +226.9% | +213.3% |
| All | +266.3% | +40.0% | +226.4% | +213.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling