+265.4%
WPM vs BRO
+17.6%
+247.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BRO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.2% | +2.3% | +2.1% |
| 7D | -0.6% | -7.3% | +6.8% | -0.1% |
| 30D | +14.4% | -6.9% | +21.3% | +14.9% |
| 3M | +37.0% | +10.7% | +26.3% | +35.6% |
| 6M | +4.1% | -2.7% | +6.8% | +4.6% |
| YTD | +31.7% | -16.3% | +48.0% | +35.1% |
| 1Y | +44.2% | -29.1% | +73.3% | +51.7% |
| 3Y | +265.5% | -7.8% | +273.3% | +266.7% |
| All | +265.4% | +17.6% | +247.7% | +245.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BRO.
Daily Out/Under-Performance
Portfolio return minus BRO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BRO 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 BRO 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