+5,928.6%
WPM vs EXR
+2,088.7%
+3,840.0%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.2% | -0.7% |
| 7D | +1.1% | -2.6% | +3.6% | +1.9% |
| 30D | +26.4% | -7.2% | +33.5% | +29.2% |
| 3M | +20.8% | -3.5% | +24.3% | +21.8% |
| 6M | +1.1% | -5.3% | +6.4% | +2.6% |
| YTD | +32.5% | +9.4% | +23.1% | +28.8% |
| 1Y | +51.5% | +1.3% | +50.2% | +50.5% |
| 3Y | +267.0% | +22.4% | +244.6% | +237.7% |
| 5Y | +250.1% | -12.2% | +262.4% | +249.0% |
| 10Y | +540.4% | +148.6% | +391.8% | +338.5% |
| All | +5,928.6% | +2,088.7% | +3,840.0% | +1,575.9% |
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 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