+5,013.3%
WPM vs RVTY
+814.1%
+4,199.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.7% | +1.4% | +0.3% |
| 7D | -3.6% | -0.5% | -3.1% | -3.4% |
| 30D | +1.4% | +1.5% | -0.1% | +0.6% |
| 3M | -0.2% | +31.5% | -31.6% | -9.5% |
| 6M | -7.3% | +62.7% | -70.0% | -22.0% |
| YTD | +12.3% | +60.0% | -47.6% | -5.5% |
| 1Y | +24.9% | +65.7% | -40.8% | +3.6% |
| 3Y | +210.4% | +85.2% | +125.2% | +137.1% |
| 5Y | +210.4% | -14.9% | +225.2% | +202.9% |
| 10Y | +731.7% | +211.9% | +519.8% | +353.6% |
| All | +5,013.3% | +814.1% | +4,199.2% | +1,554.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling