+5,174.0%
WPM vs EXR
+2,431.8%
+2,742.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.2% | -0.9% | -0.8% |
| 7D | +3.1% | -1.1% | +4.2% | +3.5% |
| 30D | -1.8% | +18.8% | -20.6% | -6.8% |
| 3M | +1.0% | +9.9% | -8.9% | -1.9% |
| 6M | -5.4% | +12.6% | -18.1% | -9.1% |
| YTD | +15.9% | +26.5% | -10.6% | +7.8% |
| 1Y | +30.8% | +24.5% | +6.3% | +22.3% |
| 3Y | +222.6% | +52.4% | +170.2% | +178.7% |
| 5Y | +227.4% | -1.5% | +228.9% | +215.6% |
| 10Y | +757.8% | +216.0% | +541.9% | +444.1% |
| All | +5,174.0% | +2,431.8% | +2,742.2% | +1,302.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling