+276.3%
WPM vs FHN
+134.1%
+142.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FHN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.1% | +1.2% | +0.2% |
| 7D | +7.0% | +2.7% | +4.4% | +6.9% |
| 30D | +15.7% | -3.1% | +18.8% | +15.9% |
| 3M | +35.2% | +2.3% | +32.9% | +34.7% |
| 6M | +6.1% | +9.7% | -3.6% | +5.3% |
| YTD | +32.6% | +4.7% | +27.8% | +31.7% |
| 1Y | +46.9% | +13.8% | +33.2% | +45.4% |
| 3Y | +276.3% | +131.6% | +144.7% | +238.0% |
| All | +276.3% | +134.1% | +142.2% | +238.0% |
Cumulative growth
Daily Returns
Daily percentage return beside FHN.
Daily Out/Under-Performance
Portfolio return minus FHN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FHN 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 3y: compounded portfolio wealth divided by compounded FHN 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…
3y analysis · Full analysis span regression · 6 months rolling