+5,928.6%
WPM vs RVTY
+670.6%
+5,258.0%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RVTY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.3% | -0.7% | -0.9% |
| 7D | +1.1% | +1.1% | 0.0% | +0.7% |
| 30D | +26.4% | +13.2% | +13.1% | +21.3% |
| 3M | +20.8% | +27.2% | -6.4% | +11.3% |
| 6M | +1.1% | +32.4% | -31.3% | -8.4% |
| YTD | +32.5% | +34.9% | -2.4% | +18.8% |
| 1Y | +51.5% | +52.4% | -0.8% | +29.8% |
| 3Y | +267.0% | +12.3% | +254.7% | +234.1% |
| 5Y | +250.1% | -30.8% | +280.9% | +269.1% |
| 10Y | +540.4% | +150.7% | +389.7% | +279.8% |
| All | +5,928.6% | +670.6% | +5,258.0% | +1,981.8% |
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