+260.0%
WPM vs GEN
+22.3%
+237.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.7% | +2.8% | +0.5% |
| 7D | +7.0% | -0.7% | +7.7% | +7.2% |
| 30D | +15.7% | +2.6% | +13.1% | +15.2% |
| 3M | +35.2% | +15.8% | +19.4% | +31.9% |
| 6M | +6.1% | +33.1% | -27.0% | +0.9% |
| YTD | +32.6% | +11.3% | +21.3% | +29.5% |
| 1Y | +46.9% | +1.7% | +45.3% | +45.6% |
| 3Y | +276.3% | +58.1% | +218.2% | +243.0% |
| 5Y | +260.0% | +20.6% | +239.4% | +216.9% |
| All | +260.0% | +22.3% | +237.7% | +216.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling