+265.5%
WPM vs FRSH
-46.4%
+311.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | FRSH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +0.2% | +1.9% | +2.1% |
| 7D | -0.6% | -6.6% | +6.0% | -0.4% |
| 30D | +14.4% | +2.1% | +12.3% | +14.4% |
| 3M | +37.0% | +29.0% | +8.0% | +35.7% |
| 6M | +4.1% | +48.6% | -44.5% | +2.2% |
| YTD | +31.7% | -2.9% | +34.7% | +33.1% |
| 1Y | +44.2% | -7.9% | +52.1% | +46.2% |
| 3Y | +265.5% | -46.5% | +312.0% | +293.1% |
| All | +265.5% | -46.4% | +311.9% | +293.1% |
Cumulative growth
Daily Returns
Daily percentage return beside FRSH.
Daily Out/Under-Performance
Portfolio return minus FRSH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FRSH 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 FRSH 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