+265.4%
WPM vs BRKR
-39.7%
+305.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | -0.6% | -8.7% | +8.1% | +0.8% |
| 30D | +14.4% | -9.9% | +24.3% | +16.2% |
| 3M | +37.0% | -3.1% | +40.1% | +36.4% |
| 6M | +4.1% | +45.5% | -41.4% | -2.5% |
| YTD | +31.7% | +13.7% | +18.0% | +26.7% |
| 1Y | +44.2% | +67.4% | -23.3% | +32.2% |
| 3Y | +265.5% | -13.2% | +278.7% | +261.0% |
| All | +265.4% | -39.7% | +305.1% | +260.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling