+674.1%
WPM vs CPB
-40.9%
+715.0%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.1% | -1.2% | -3.9% | -5.0% |
| 7D | +16.4% | +2.9% | +13.5% | +16.1% |
| 30D | -1.5% | +17.6% | -19.1% | -2.5% |
| 3M | +2.6% | +2.0% | +0.5% | +2.4% |
| 6M | -1.3% | +11.6% | -13.0% | -2.3% |
| YTD | +16.8% | -13.8% | +30.5% | +17.9% |
| 1Y | +34.1% | -21.6% | +55.7% | +36.3% |
| 3Y | +225.1% | -35.8% | +260.9% | +233.9% |
| 5Y | +234.5% | -33.3% | +267.8% | +243.0% |
| 10Y | +674.1% | -39.4% | +713.5% | +664.1% |
| All | +674.1% | -40.9% | +715.0% | +664.1% |
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