+37.9%
WPM vs BRKR
+47.8%
-9.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -9.0% | +9.7% | +3.1% |
| 7D | +7.5% | -6.4% | +13.8% | +9.0% |
| 30D | -3.8% | -4.0% | +0.3% | -3.1% |
| 3M | +8.0% | +10.7% | -2.8% | +4.9% |
| 6M | +6.1% | +53.0% | -46.9% | -10.5% |
| YTD | +13.2% | +23.6% | -10.4% | -2.5% |
| 1Y | +37.9% | +45.0% | -7.2% | +16.4% |
| All | +37.9% | +47.8% | -9.9% | +16.4% |
Cumulative growth
Daily Returns
Daily percentage return beside BRKR.
Daily Out/Under-Performance
Portfolio return minus BRKR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRKR 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 BRKR 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