+210.4%
WPM vs CLBK
+54.0%
+156.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.5% | +0.3% | -0.2% |
| 7D | -3.6% | +0.9% | -4.5% | -3.6% |
| 30D | +1.4% | +3.4% | -2.0% | +1.3% |
| 3M | -0.2% | -4.3% | +4.1% | 0.0% |
| 6M | -7.3% | +28.4% | -35.7% | -8.1% |
| YTD | +12.3% | +59.4% | -47.1% | +11.2% |
| 1Y | +24.9% | +64.8% | -39.9% | +23.6% |
| 3Y | +210.4% | +50.6% | +159.8% | +211.6% |
| All | +210.4% | +54.0% | +156.4% | +211.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 3y: compounded portfolio wealth divided by compounded CLBK 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…
3y analysis · Full analysis span regression · 6 months rolling