+276.3%
WPM vs RVTY
+16.6%
+259.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.4% | +2.5% | +0.6% |
| 7D | +7.0% | +0.4% | +6.6% | +6.9% |
| 30D | +15.7% | +10.8% | +4.9% | +13.2% |
| 3M | +35.2% | +26.8% | +8.4% | +28.4% |
| 6M | +6.1% | +39.3% | -33.2% | -1.1% |
| YTD | +32.6% | +31.6% | +1.0% | +24.5% |
| 1Y | +46.9% | +47.7% | -0.8% | +35.3% |
| 3Y | +276.3% | +19.9% | +256.4% | +252.1% |
| All | +276.3% | +16.6% | +259.7% | +252.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling