+757.8%
WPM vs GEN
+156.5%
+601.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +2.1% | -2.8% | -1.0% |
| 7D | +3.1% | -0.8% | +3.9% | +3.2% |
| 30D | -1.8% | +31.2% | -33.0% | -4.9% |
| 3M | +1.0% | +6.1% | -5.1% | 0.0% |
| 6M | -5.4% | +38.1% | -43.6% | -9.3% |
| YTD | +15.9% | +14.4% | +1.5% | +13.2% |
| 1Y | +30.8% | +15.1% | +15.7% | +27.7% |
| 3Y | +222.6% | +68.5% | +154.1% | +200.3% |
| 5Y | +227.4% | +35.8% | +191.6% | +208.2% |
| 10Y | +757.8% | +155.4% | +602.4% | +675.5% |
| All | +757.8% | +156.5% | +601.3% | +675.5% |
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