+276.3%
WPM vs COO
-23.3%
+299.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.5% |
| 7D | +7.0% | -2.3% | +9.3% | +7.4% |
| 30D | +15.7% | -8.8% | +24.5% | +17.5% |
| 3M | +35.2% | +1.3% | +33.9% | +34.7% |
| 6M | +6.1% | -11.6% | +17.7% | +8.7% |
| YTD | +32.6% | -17.4% | +50.0% | +37.5% |
| 1Y | +46.9% | -1.6% | +48.5% | +47.8% |
| 3Y | +276.3% | -22.6% | +298.9% | +298.2% |
| All | +276.3% | -23.3% | +299.6% | +298.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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