+43.8%
WPM vs GEN
+3.4%
+40.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +0.7% | -4.4% | -3.8% |
| 7D | -3.6% | -4.3% | +0.7% | -3.0% |
| 30D | +12.5% | +3.8% | +8.7% | +12.0% |
| 3M | +40.6% | +22.3% | +18.3% | +37.1% |
| 6M | +0.5% | +39.0% | -38.4% | -3.6% |
| YTD | +29.0% | +11.9% | +17.1% | +25.7% |
| 1Y | +43.8% | +4.5% | +39.3% | +40.6% |
| All | +43.8% | +3.4% | +40.4% | +40.6% |
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