+44.2%
WPM vs IBN
-5.9%
+50.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IBN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.9% | +0.2% | +1.3% |
| 7D | -0.6% | -3.0% | +2.4% | +0.7% |
| 30D | +14.4% | -1.5% | +15.9% | +15.1% |
| 3M | +37.0% | +7.9% | +29.1% | +32.9% |
| 6M | +4.1% | +8.6% | -4.5% | +0.4% |
| YTD | +31.7% | -0.6% | +32.3% | +26.3% |
| 1Y | +44.2% | -7.3% | +51.5% | +35.0% |
| All | +44.2% | -5.9% | +50.1% | +35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside IBN.
Daily Out/Under-Performance
Portfolio return minus IBN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IBN 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 IBN 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