+260.0%
WPM vs CPB
-38.5%
+298.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.8% | -1.7% | 0.0% |
| 7D | +7.0% | -8.2% | +15.2% | +7.6% |
| 30D | +15.7% | -5.6% | +21.3% | +16.1% |
| 3M | +35.2% | +3.0% | +32.2% | +34.7% |
| 6M | +6.1% | -12.7% | +18.8% | +7.1% |
| YTD | +32.6% | -18.0% | +50.5% | +34.5% |
| 1Y | +46.9% | -31.7% | +78.6% | +51.5% |
| 3Y | +276.3% | -41.0% | +317.3% | +289.0% |
| 5Y | +260.0% | -38.4% | +298.4% | +276.6% |
| All | +260.0% | -38.5% | +298.5% | +276.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling