+108.6%
WPM vs BIYA
-99.8%
+208.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | BIYA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +7.0% | +2.7% | +4.3% | +7.1% |
| 30D | +15.7% | -18.7% | +34.4% | +15.3% |
| 3M | +35.2% | -72.0% | +107.2% | +34.3% |
| 6M | +6.1% | -86.4% | +92.5% | +7.5% |
| YTD | +32.6% | -94.2% | +126.7% | +32.8% |
| 1Y | +46.9% | -98.4% | +145.3% | +45.1% |
| All | +108.6% | -99.8% | +208.3% | +105.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BIYA.
Daily Out/Under-Performance
Portfolio return minus BIYA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BIYA 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 3y: compounded portfolio wealth divided by compounded BIYA 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…
3y analysis · Full analysis span regression · 6 months rolling