+30.8%
WPM vs STLA
-61.0%
+91.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -3.5% | +2.8% | +0.1% |
| 7D | +3.1% | -11.6% | +14.7% | +6.2% |
| 30D | -1.8% | -6.2% | +4.3% | -0.3% |
| 3M | +1.0% | -24.6% | +25.6% | +7.4% |
| 6M | -5.4% | -44.9% | +39.5% | +6.7% |
| YTD | +15.9% | -62.3% | +78.1% | +29.0% |
| 1Y | +30.8% | -61.8% | +92.6% | +43.6% |
| All | +30.8% | -61.0% | +91.9% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STLA.
Daily Out/Under-Performance
Portfolio return minus STLA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STLA 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 1y: compounded portfolio wealth divided by compounded STLA 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…
1y analysis · Full analysis span regression · 6 months rolling