+207.0%
WPM vs BIDU
-54.4%
+261.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BIDU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -0.9% | -0.4% |
| 7D | -3.6% | -4.6% | +1.0% | -2.8% |
| 30D | +1.4% | -4.5% | +6.0% | +2.2% |
| 3M | -0.2% | -25.4% | +25.2% | +4.2% |
| 6M | -7.3% | -48.1% | +40.8% | +2.0% |
| YTD | +12.3% | -40.2% | +52.5% | +20.6% |
| 1Y | +24.9% | -35.2% | +60.1% | +32.4% |
| 3Y | +210.4% | -27.1% | +237.5% | +215.3% |
| All | +207.0% | -54.4% | +261.5% | +217.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling