+258.0%
WPM vs SCCO
+178.0%
+80.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -7.2% | +3.5% | -0.2% |
| 7D | -3.6% | -2.7% | -0.9% | -2.5% |
| 30D | +12.5% | -0.2% | +12.7% | +12.5% |
| 3M | +40.6% | +17.8% | +22.8% | +30.0% |
| 6M | +0.5% | +2.3% | -1.7% | -1.3% |
| YTD | +29.0% | +41.6% | -12.6% | +12.7% |
| 1Y | +43.8% | +101.9% | -58.1% | +11.1% |
| All | +258.0% | +178.0% | +80.1% | +140.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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