+50.5%
WPM vs STLA
-41.2%
+91.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STLA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +2.9% | +1.4% |
| 7D | +3.9% | +0.4% | +3.5% | +3.8% |
| 30D | +17.7% | -5.2% | +22.9% | +18.3% |
| 3M | +39.4% | -24.9% | +64.3% | +44.4% |
| 6M | +6.4% | -25.2% | +31.6% | +10.8% |
| YTD | +34.0% | -51.4% | +85.4% | +36.1% |
| 1Y | +50.5% | -40.7% | +91.2% | +51.5% |
| All | +50.5% | -41.2% | +91.7% | +51.5% |
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