+40.0%
WPM vs GEN
+20.2%
+19.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +4.0% | +8.0% | +11.6% |
| 7D | +3.9% | +26.9% | -23.0% | +1.8% |
| 30D | -3.5% | +38.6% | -42.1% | -6.6% |
| 3M | +14.1% | +9.7% | +4.3% | +13.3% |
| 6M | +6.2% | +58.9% | -52.7% | -1.0% |
| YTD | +12.4% | +15.3% | -2.9% | +12.1% |
| 1Y | +40.0% | +21.8% | +18.2% | +39.1% |
| All | +40.0% | +20.2% | +19.8% | +39.1% |
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