+255.1%
WPM vs SPXU
-85.5%
+340.7%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +1.8% | -5.5% | -3.3% |
| 7D | -3.6% | +6.4% | -10.0% | -2.3% |
| 30D | +12.5% | +5.9% | +6.5% | +14.1% |
| 3M | +40.6% | -11.7% | +52.3% | +37.9% |
| 6M | +0.5% | -28.7% | +29.2% | -4.3% |
| YTD | +29.0% | -26.4% | +55.4% | +24.1% |
| 1Y | +43.8% | -35.2% | +79.0% | +35.7% |
| 3Y | +266.3% | -79.8% | +346.1% | +192.0% |
| 5Y | +255.1% | -86.1% | +341.2% | +174.9% |
| All | +255.1% | -85.5% | +340.7% | +174.9% |
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