+711.3%
WPM vs SBAC
+114.8%
+596.5%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.5% | -1.8% | -0.7% |
| 7D | -3.6% | +0.6% | -4.2% | -3.7% |
| 30D | +1.4% | +5.5% | -4.0% | 0.0% |
| 3M | -0.2% | +3.1% | -3.3% | -1.0% |
| 6M | -7.3% | -7.0% | -0.3% | -6.2% |
| YTD | +12.3% | +0.5% | +11.8% | +10.5% |
| 1Y | +24.9% | +0.2% | +24.7% | +22.8% |
| 3Y | +210.4% | -7.4% | +217.7% | +209.0% |
| 5Y | +210.4% | -39.7% | +250.1% | +243.3% |
| All | +711.3% | +114.8% | +596.5% | +694.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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