+525.4%
WPM vs RVTY
+145.6%
+379.8%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +2.8% | -0.7% | +1.4% |
| 7D | -0.6% | -4.5% | +4.0% | +0.5% |
| 30D | +14.4% | +5.5% | +9.0% | +13.1% |
| 3M | +37.0% | +22.5% | +14.5% | +30.8% |
| 6M | +4.1% | +38.9% | -34.8% | -3.3% |
| YTD | +31.7% | +28.7% | +3.0% | +23.9% |
| 1Y | +44.2% | +45.5% | -1.3% | +31.9% |
| 3Y | +265.5% | +16.4% | +249.1% | +242.1% |
| 5Y | +262.5% | -32.7% | +295.2% | +274.5% |
| All | +525.4% | +145.6% | +379.8% | +430.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling