+260.8%
WPM vs IBB
+22.5%
+238.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | IBB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.9% | -0.2% | -0.6% |
| 7D | +1.1% | +1.4% | -0.3% | +0.4% |
| 30D | +26.4% | +10.5% | +15.9% | +20.9% |
| 3M | +20.8% | +23.6% | -2.8% | +10.1% |
| 6M | +1.1% | +22.6% | -21.5% | -7.4% |
| YTD | +32.5% | +25.7% | +6.8% | +20.2% |
| 1Y | +51.5% | +51.4% | +0.1% | +28.1% |
| 3Y | +267.0% | +64.4% | +202.6% | +198.6% |
| All | +260.8% | +22.5% | +238.3% | +190.1% |
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 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