+279.7%
WPM vs DAR
+13.3%
+266.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -1.0% |
| 7D | +1.1% | +1.4% | -0.3% | +0.9% |
| 30D | +26.4% | +12.8% | +13.6% | +24.7% |
| 3M | +20.8% | +7.4% | +13.5% | +19.7% |
| 6M | +1.1% | +22.3% | -21.1% | -1.5% |
| YTD | +32.5% | +81.1% | -48.6% | +23.4% |
| 1Y | +51.5% | +106.5% | -55.0% | +39.2% |
| All | +279.7% | +13.3% | +266.4% | +281.9% |
Cumulative growth
Daily Returns
Daily percentage return beside DAR.
Daily Out/Under-Performance
Portfolio return minus DAR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAR 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 DAR 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