+242.9%
WPM vs GEN
+63.2%
+179.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.6% | 0.0% | +5.6% | +5.6% |
| 7D | +20.8% | -0.3% | +21.1% | +20.9% |
| 30D | +3.8% | +28.2% | -24.4% | +0.5% |
| 3M | +7.4% | +2.6% | +4.8% | +7.0% |
| 6M | +4.0% | +32.7% | -28.7% | -0.7% |
| YTD | +23.0% | +11.3% | +11.8% | +20.5% |
| 1Y | +45.9% | +17.9% | +28.0% | +41.6% |
| 3Y | +242.9% | +66.3% | +176.6% | +190.2% |
| All | +242.9% | +63.2% | +179.7% | +190.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling