+247.2%
WPM vs IBB
+37.5%
+209.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +1.7% | +1.2% | +2.1% |
| 7D | +16.9% | -1.8% | +18.8% | +17.9% |
| 30D | +2.0% | +5.1% | -3.1% | -0.6% |
| 3M | +8.9% | +10.7% | -1.8% | +3.9% |
| 6M | +1.6% | +22.9% | -21.3% | -7.6% |
| YTD | +16.5% | +26.7% | -10.2% | +4.9% |
| 1Y | +42.2% | +35.1% | +7.1% | +24.9% |
| 3Y | +213.3% | +80.2% | +133.1% | +143.4% |
| All | +247.2% | +37.5% | +209.7% | +194.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling