+713.5%
WPM vs RVTY
+216.9%
+496.6%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -0.8% | -2.0% | -2.6% |
| 7D | -0.5% | +4.1% | -4.6% | -1.3% |
| 30D | -3.1% | +1.3% | -4.4% | -3.6% |
| 3M | -2.2% | +33.3% | -35.4% | -8.7% |
| 6M | -7.4% | +58.3% | -65.7% | -17.0% |
| YTD | +12.6% | +62.7% | -50.0% | 0.0% |
| 1Y | +22.8% | +67.2% | -44.4% | +8.3% |
| 3Y | +213.6% | +87.3% | +126.3% | +163.1% |
| 5Y | +211.2% | -13.4% | +224.6% | +202.7% |
| All | +713.5% | +216.9% | +496.6% | +524.9% |
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