+5,928.6%
WPM vs DAR
+1,620.1%
+4,308.6%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.8% |
| 7D | +1.1% | +1.4% | -0.3% | +0.6% |
| 30D | +26.4% | +12.8% | +13.6% | +22.0% |
| 3M | +20.8% | +7.4% | +13.5% | +17.7% |
| 6M | +1.1% | +22.3% | -21.1% | -5.1% |
| YTD | +32.5% | +81.1% | -48.6% | +12.5% |
| 1Y | +51.5% | +106.5% | -55.0% | +23.7% |
| 3Y | +267.0% | +5.3% | +261.7% | +241.6% |
| 5Y | +250.1% | -11.5% | +261.7% | +228.8% |
| 10Y | +540.4% | +353.3% | +187.0% | +239.0% |
| All | +5,928.6% | +1,620.1% | +4,308.6% | +1,928.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling