+46.9%
WPM vs IBB
+45.6%
+1.3%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.2% | +2.2% | +2.0% |
| 7D | +7.0% | -1.7% | +8.7% | +8.6% |
| 30D | +15.7% | +4.9% | +10.9% | +11.2% |
| 3M | +35.2% | +24.2% | +11.0% | +13.4% |
| 6M | +6.1% | +23.8% | -17.8% | -10.1% |
| YTD | +32.6% | +23.0% | +9.6% | +13.5% |
| 1Y | +46.9% | +46.2% | +0.7% | +24.3% |
| All | +46.9% | +45.6% | +1.3% | +24.3% |
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