+5,013.3%
WPM vs GRMN
+2,339.1%
+2,674.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.8% | 0.0% |
| 7D | -3.6% | -0.9% | -2.7% | -3.3% |
| 30D | +1.4% | +1.2% | +0.3% | +1.1% |
| 3M | -0.2% | -8.9% | +8.7% | +2.3% |
| 6M | -7.3% | +23.0% | -30.3% | -13.1% |
| YTD | +12.3% | +41.2% | -28.9% | +1.5% |
| 1Y | +24.9% | +47.5% | -22.6% | +11.5% |
| 3Y | +210.4% | +155.8% | +54.6% | +127.1% |
| 5Y | +210.4% | +120.2% | +90.2% | +133.5% |
| 10Y | +731.7% | +629.9% | +101.8% | +320.3% |
| All | +5,013.3% | +2,339.1% | +2,674.2% | +1,534.3% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 GRMN 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