+51.5%
WPM vs BIDU
+1.5%
+50.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +4.1% | -5.1% | -1.8% |
| 7D | +1.1% | +2.4% | -1.3% | +0.6% |
| 30D | +26.4% | -10.5% | +36.8% | +28.6% |
| 3M | +20.8% | -26.2% | +47.0% | +28.2% |
| 6M | +1.1% | -16.4% | +17.5% | +5.3% |
| YTD | +32.5% | -23.9% | +56.3% | +38.8% |
| 1Y | +51.5% | +1.3% | +50.2% | +61.4% |
| All | +51.5% | +1.5% | +50.1% | +61.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BIDU.
Daily Out/Under-Performance
Portfolio return minus BIDU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIDU 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 1y: compounded portfolio wealth divided by compounded BIDU 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…
1y analysis · Full analysis span regression · 6 months rolling