+757.8%
WPM vs CPB
-40.1%
+797.9%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.5% | -0.7% |
| 7D | +3.1% | -4.1% | +7.2% | +3.4% |
| 30D | -1.8% | +16.9% | -18.8% | -2.9% |
| 3M | +1.0% | -0.6% | +1.6% | +1.0% |
| 6M | -5.4% | +11.4% | -16.8% | -6.4% |
| YTD | +15.9% | -14.8% | +30.7% | +17.1% |
| 1Y | +30.8% | -24.8% | +55.6% | +33.5% |
| 3Y | +222.6% | -36.6% | +259.3% | +231.7% |
| 5Y | +227.4% | -33.3% | +260.7% | +235.7% |
| 10Y | +757.8% | -40.4% | +798.2% | +763.3% |
| All | +757.8% | -40.1% | +797.9% | +763.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling