+265.4%
WPM vs CPAY
+55.3%
+210.1%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.1% | +2.1% | +2.1% |
| 7D | -0.6% | -2.0% | +1.4% | -0.2% |
| 30D | +14.4% | -0.4% | +14.8% | +14.4% |
| 3M | +37.0% | +16.4% | +20.6% | +33.1% |
| 6M | +4.1% | +23.5% | -19.4% | +0.1% |
| YTD | +31.7% | +35.7% | -3.9% | +24.5% |
| 1Y | +44.2% | +30.2% | +14.0% | +37.0% |
| 3Y | +265.5% | +49.7% | +215.8% | +226.4% |
| All | +265.4% | +55.3% | +210.1% | +200.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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