+265.4%
WPM vs FND
-63.3%
+328.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.9% |
| 7D | -0.6% | -5.8% | +5.2% | +0.3% |
| 30D | +14.4% | -20.2% | +34.6% | +18.0% |
| 3M | +37.0% | -12.0% | +48.9% | +39.0% |
| 6M | +4.1% | -18.5% | +22.6% | +6.3% |
| YTD | +31.7% | -22.3% | +54.0% | +35.1% |
| 1Y | +44.2% | -47.6% | +91.8% | +54.1% |
| 3Y | +265.5% | -49.8% | +315.2% | +285.3% |
| All | +265.4% | -63.3% | +328.7% | +265.6% |
Cumulative growth
Daily Returns
Daily percentage return beside FND.
Daily Out/Under-Performance
Portfolio return minus FND return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FND 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 5y: compounded portfolio wealth divided by compounded FND 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…
5y analysis · Full analysis span regression · 6 months rolling