+5,895.2%
WPM vs BRKR
+1,250.5%
+4,644.7%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BRKR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | -0.6% | -8.7% | +8.1% | +1.2% |
| 30D | +14.4% | -9.9% | +24.3% | +16.8% |
| 3M | +37.0% | -3.1% | +40.1% | +36.4% |
| 6M | +4.1% | +45.5% | -41.4% | -5.1% |
| YTD | +31.7% | +13.7% | +18.0% | +25.7% |
| 1Y | +44.2% | +67.4% | -23.3% | +26.4% |
| 3Y | +265.5% | -13.2% | +278.7% | +251.5% |
| 5Y | +262.5% | -39.5% | +302.0% | +269.5% |
| 10Y | +539.8% | +153.5% | +386.4% | +345.2% |
| All | +5,895.2% | +1,250.5% | +4,644.7% | +2,526.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling