+51.5%
WPM vs EXEL
+59.2%
-7.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.0% |
| 7D | +1.1% | +8.4% | -7.3% | -0.8% |
| 30D | +26.4% | +4.1% | +22.3% | +24.8% |
| 3M | +20.8% | +12.4% | +8.4% | +17.5% |
| 6M | +1.1% | +41.5% | -40.4% | -5.4% |
| YTD | +32.5% | +34.6% | -2.2% | +23.8% |
| 1Y | +51.5% | +57.9% | -6.3% | +44.2% |
| All | +51.5% | +59.2% | -7.7% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 1y: compounded portfolio wealth divided by compounded EXEL 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…
1y analysis · Full analysis span regression · 6 months rolling