+42.2%
WPM vs LUMN
-63.6%
+105.8%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | LUMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.3% | +2.7% | +2.9% |
| 7D | +16.9% | -18.2% | +35.2% | +19.5% |
| 30D | +2.0% | -32.5% | +34.4% | +6.7% |
| 3M | +8.9% | -32.4% | +41.3% | +13.8% |
| 6M | +1.6% | -59.3% | +60.9% | +12.8% |
| YTD | +16.5% | -48.6% | +65.1% | +24.0% |
| 1Y | +42.2% | -63.5% | +105.7% | +48.3% |
| All | +42.2% | -63.6% | +105.8% | +48.3% |
Cumulative growth
Daily Returns
Daily percentage return beside LUMN.
Daily Out/Under-Performance
Portfolio return minus LUMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LUMN 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 LUMN 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