+5,499.2%
WPM vs GEN
+285.9%
+5,213.3%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | -2.4% |
| 3M | +7.4% | +2.6% | +4.8% | +5.7% |
| 6M | +4.0% | +32.7% | -28.7% | -4.2% |
| YTD | +23.0% | +11.3% | +11.8% | +17.5% |
| 1Y | +45.9% | +17.9% | +28.0% | +37.5% |
| 3Y | +242.9% | +66.3% | +176.6% | +191.6% |
| 5Y | +259.5% | +31.7% | +227.8% | +216.0% |
| 10Y | +577.7% | +150.0% | +427.7% | +354.9% |
| All | +5,499.2% | +285.9% | +5,213.3% | +2,355.4% |
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