+711.3%
WPM vs GEN
+152.9%
+558.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.4% | -2.7% | -0.5% |
| 7D | -3.6% | +2.0% | -5.6% | -3.8% |
| 30D | +1.4% | +27.7% | -26.3% | -1.4% |
| 3M | -0.2% | +3.3% | -3.4% | -0.9% |
| 6M | -7.3% | +31.8% | -39.1% | -10.6% |
| YTD | +12.3% | +13.5% | -1.2% | +9.8% |
| 1Y | +24.9% | +16.0% | +8.9% | +21.8% |
| 3Y | +210.4% | +70.6% | +139.8% | +188.5% |
| 5Y | +210.4% | +32.1% | +178.2% | +192.8% |
| All | +711.3% | +152.9% | +558.4% | +628.3% |
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