+5,013.3%
WPM vs BEN
+172.0%
+4,841.3%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.4% | -0.7% | -0.4% |
| 7D | -3.6% | +6.8% | -10.4% | -5.5% |
| 30D | +1.4% | +18.0% | -16.5% | -3.6% |
| 3M | -0.2% | +7.5% | -7.6% | -2.3% |
| 6M | -7.3% | +14.7% | -22.0% | -11.1% |
| YTD | +12.3% | +56.1% | -43.7% | -2.5% |
| 1Y | +24.9% | +69.6% | -44.7% | +5.7% |
| 3Y | +210.4% | +87.7% | +122.7% | +146.3% |
| 5Y | +210.4% | +28.6% | +181.7% | +170.9% |
| 10Y | +731.7% | +59.8% | +671.9% | +500.0% |
| All | +5,013.3% | +172.0% | +4,841.3% | +2,354.0% |
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