+2,036.8%
WPM vs SPXU
-100.0%
+2,136.8%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.7% | -1.6% | +0.5% |
| 7D | +7.0% | -1.5% | +8.5% | +6.7% |
| 30D | +15.7% | +3.7% | +12.0% | +16.8% |
| 3M | +35.2% | -9.6% | +44.8% | +33.3% |
| 6M | +6.1% | -32.4% | +38.4% | -0.3% |
| YTD | +32.6% | -28.7% | +61.3% | +26.4% |
| 1Y | +46.9% | -38.2% | +85.1% | +36.7% |
| 3Y | +276.3% | -80.4% | +356.7% | +191.1% |
| 5Y | +260.0% | -86.0% | +346.0% | +182.1% |
| 10Y | +508.5% | -99.5% | +608.0% | +151.8% |
| All | +2,036.8% | -100.0% | +2,136.8% | +130.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling