+50.5%
WPM vs IBB
+44.4%
+6.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.9% | +2.0% | +1.8% |
| 7D | +3.9% | -3.9% | +7.8% | +7.5% |
| 30D | +17.7% | +2.7% | +14.9% | +15.0% |
| 3M | +39.4% | +21.4% | +18.1% | +19.2% |
| 6M | +6.4% | +20.1% | -13.6% | -8.0% |
| YTD | +34.0% | +21.9% | +12.1% | +15.5% |
| 1Y | +50.5% | +44.1% | +6.4% | +28.1% |
| All | +50.5% | +44.4% | +6.2% | +28.1% |
Cumulative growth
Daily Returns
Daily percentage return beside IBB.
Daily Out/Under-Performance
Portfolio return minus IBB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBB 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 1y: compounded portfolio wealth divided by compounded IBB 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…
1y analysis · Full analysis span regression · 6 months rolling