+40.0%
WPM vs EXR
+28.1%
+11.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.1% | +8.9% | +10.5% |
| 7D | +3.9% | +11.3% | -7.4% | -1.0% |
| 30D | -3.5% | +21.2% | -24.7% | -11.9% |
| 3M | +14.1% | +8.7% | +5.4% | +9.8% |
| 6M | +6.2% | +18.2% | -12.0% | -4.0% |
| YTD | +12.4% | +27.9% | -15.6% | -2.4% |
| 1Y | +40.0% | +28.3% | +11.6% | +20.9% |
| All | +40.0% | +28.1% | +11.9% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 EXR 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