+550.8%
WPM vs GEN
+150.6%
+400.2%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.2% | +1.2% | +1.1% |
| 7D | +3.9% | -2.9% | +6.8% | +4.2% |
| 30D | +17.7% | +2.1% | +15.6% | +17.4% |
| 3M | +39.4% | +19.7% | +19.7% | +36.4% |
| 6M | +6.4% | +33.3% | -26.8% | +2.6% |
| YTD | +34.0% | +11.1% | +22.9% | +31.7% |
| 1Y | +50.5% | +3.0% | +47.5% | +49.1% |
| 3Y | +280.3% | +57.9% | +222.4% | +257.2% |
| 5Y | +266.3% | +20.6% | +245.7% | +249.4% |
| 10Y | +550.8% | +153.2% | +397.6% | +484.4% |
| All | +550.8% | +150.6% | +400.2% | +484.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling