+5,928.6%
WPM vs GEN
+296.9%
+5,631.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -2.2% | +1.1% | -0.5% |
| 7D | +1.1% | -1.2% | +2.3% | +1.4% |
| 30D | +26.4% | +10.1% | +16.2% | +23.5% |
| 3M | +20.8% | +16.1% | +4.7% | +16.3% |
| 6M | +1.1% | +38.9% | -37.7% | -7.3% |
| YTD | +32.5% | +14.4% | +18.0% | +26.8% |
| 1Y | +51.5% | +5.9% | +45.7% | +47.6% |
| 3Y | +267.0% | +58.8% | +208.2% | +217.7% |
| 5Y | +250.1% | +24.7% | +225.5% | +214.6% |
| 10Y | +540.4% | +163.1% | +377.3% | +326.9% |
| All | +5,928.6% | +296.9% | +5,631.8% | +2,549.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling