+265.4%
WPM vs SPXS
-86.0%
+351.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -2.4% | +4.5% | +1.5% |
| 7D | -0.6% | +2.5% | -3.1% | 0.0% |
| 30D | +14.4% | +4.2% | +10.2% | +15.6% |
| 3M | +37.0% | -9.3% | +46.3% | +35.0% |
| 6M | +4.1% | -30.7% | +34.8% | -1.4% |
| YTD | +31.7% | -28.1% | +59.8% | +26.1% |
| 1Y | +44.2% | -35.1% | +79.2% | +36.1% |
| 3Y | +265.5% | -79.6% | +345.1% | +192.5% |
| All | +265.4% | -86.0% | +351.3% | +182.3% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 5y: compounded portfolio wealth divided by compounded SPXS 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…
5y analysis · Full analysis span regression · 6 months rolling