+5,174.0%
WPM vs BEN
+174.1%
+4,999.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | 0.0% | -0.8% | -0.8% |
| 7D | +3.1% | +7.2% | -4.1% | +0.8% |
| 30D | -1.8% | +14.1% | -15.9% | -5.8% |
| 3M | +1.0% | +9.9% | -8.9% | -1.9% |
| 6M | -5.4% | +17.4% | -22.8% | -10.0% |
| YTD | +15.9% | +57.3% | -41.4% | +0.3% |
| 1Y | +30.8% | +66.9% | -36.1% | +11.2% |
| 3Y | +222.6% | +85.7% | +137.0% | +156.9% |
| 5Y | +227.4% | +31.2% | +196.2% | +183.9% |
| 10Y | +757.8% | +61.0% | +696.8% | +517.3% |
| All | +5,174.0% | +174.1% | +4,999.8% | +2,424.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling