+207.0%
WPM vs SPXU
-83.3%
+290.3%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.2% | -1.5% | 0.0% |
| 7D | -3.6% | -7.6% | +4.0% | -5.2% |
| 30D | +1.4% | +5.3% | -3.9% | +3.3% |
| 3M | -0.2% | +9.6% | -9.8% | +3.0% |
| 6M | -7.3% | -4.5% | -2.8% | -6.3% |
| YTD | +12.3% | -25.9% | +38.2% | +9.1% |
| 1Y | +24.9% | -28.9% | +53.8% | +20.7% |
| 3Y | +210.4% | -80.5% | +290.8% | +146.2% |
| All | +207.0% | -83.3% | +290.3% | +145.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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