+40.0%
WPM vs RVTY
+74.0%
-34.0%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -2.5% | +14.5% | +12.8% |
| 7D | +3.9% | -3.6% | +7.5% | +5.1% |
| 30D | -3.5% | +1.4% | -4.9% | -4.2% |
| 3M | +14.1% | +43.2% | -29.1% | -0.9% |
| 6M | +6.2% | +84.5% | -78.3% | -15.9% |
| YTD | +12.4% | +65.2% | -52.8% | -10.0% |
| 1Y | +40.0% | +74.3% | -34.3% | +12.2% |
| All | +40.0% | +74.0% | -34.0% | +12.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RVTY.
Daily Out/Under-Performance
Portfolio return minus RVTY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RVTY 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 RVTY 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