+525.4%
WPM vs BR
+189.7%
+335.7%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.3% | +2.4% | +2.1% |
| 7D | -0.6% | -3.0% | +2.4% | 0.0% |
| 30D | +14.4% | -0.3% | +14.7% | +14.6% |
| 3M | +37.0% | +17.3% | +19.7% | +32.3% |
| 6M | +4.1% | -6.7% | +10.8% | +5.4% |
| YTD | +31.7% | -23.4% | +55.2% | +39.1% |
| 1Y | +44.2% | -32.7% | +76.8% | +57.1% |
| 3Y | +265.5% | -5.9% | +271.4% | +264.3% |
| 5Y | +262.5% | +8.4% | +254.1% | +244.5% |
| All | +525.4% | +189.7% | +335.7% | +350.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BR.
Daily Out/Under-Performance
Portfolio return minus BR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BR 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 10y: compounded portfolio wealth divided by compounded BR 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…
10y analysis · Full analysis span regression · 6 months rolling