+776.3%
WPM vs FND
+66.0%
+710.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | FND | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.7% | -2.8% | -1.2% |
| 7D | +1.1% | -5.2% | +6.3% | +1.6% |
| 30D | +26.4% | -19.9% | +46.2% | +29.2% |
| 3M | +20.8% | +2.7% | +18.1% | +20.2% |
| 6M | +1.1% | -21.7% | +22.8% | +3.1% |
| YTD | +32.5% | -17.5% | +50.0% | +34.3% |
| 1Y | +51.5% | -39.3% | +90.8% | +57.6% |
| 3Y | +267.0% | -49.8% | +316.8% | +282.9% |
| 5Y | +250.1% | -60.1% | +310.2% | +262.9% |
| All | +776.3% | +66.0% | +710.3% | +816.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling