+51.5%
WPM vs GEN
+5.4%
+46.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.8% |
| 7D | +1.1% | -1.2% | +2.3% | +1.2% |
| 30D | +26.4% | +10.1% | +16.2% | +24.8% |
| 3M | +20.8% | +16.1% | +4.7% | +18.7% |
| 6M | +1.1% | +38.9% | -37.7% | -3.1% |
| YTD | +32.5% | +14.4% | +18.0% | +29.1% |
| 1Y | +51.5% | +5.9% | +45.7% | +50.4% |
| All | +51.5% | +5.4% | +46.1% | +50.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 1y: compounded portfolio wealth divided by compounded GEN 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…
1y analysis · Full analysis span regression · 6 months rolling