+266.3%
WPM vs DBX
+8.9%
+257.5%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DBX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +2.3% | -1.2% | +0.8% |
| 7D | +3.9% | +0.3% | +3.6% | +3.8% |
| 30D | +17.7% | 0.0% | +17.7% | +17.6% |
| 3M | +39.4% | +26.1% | +13.3% | +35.1% |
| 6M | +6.4% | +29.4% | -22.9% | +2.2% |
| YTD | +34.0% | +24.4% | +9.6% | +29.4% |
| 1Y | +50.5% | +10.9% | +39.6% | +47.9% |
| 3Y | +280.3% | +24.1% | +256.2% | +256.5% |
| 5Y | +266.3% | +7.8% | +258.6% | +214.2% |
| All | +266.3% | +8.9% | +257.5% | +214.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DBX.
Daily Out/Under-Performance
Portfolio return minus DBX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DBX 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 DBX 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