+22.8%
WPM vs IBB
+30.0%
-7.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.2% | -0.6% | -0.8% |
| 7D | -0.5% | +1.6% | -2.1% | -1.7% |
| 30D | -3.1% | +6.7% | -9.8% | -8.9% |
| 3M | -2.2% | +6.3% | -8.5% | -8.0% |
| 6M | -7.4% | +23.9% | -31.3% | -24.4% |
| YTD | +12.6% | +26.6% | -13.9% | -8.9% |
| 1Y | +22.8% | +29.6% | -6.8% | -2.0% |
| All | +22.8% | +30.0% | -7.2% | -2.0% |
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