+541.8%
WPM vs SUI
+118.5%
+423.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.5% | +4.4% | +3.3% |
| 7D | +16.9% | +6.2% | +10.7% | +15.3% |
| 30D | +2.0% | +8.6% | -6.6% | -0.2% |
| 3M | +8.9% | +1.0% | +7.9% | +8.5% |
| 6M | +1.6% | -2.6% | +4.2% | +1.8% |
| YTD | +16.5% | -0.1% | +16.6% | +16.1% |
| 1Y | +42.2% | +0.5% | +41.7% | +41.4% |
| 3Y | +213.3% | +15.3% | +198.1% | +197.3% |
| 5Y | +249.9% | -26.1% | +276.1% | +263.6% |
| All | +541.8% | +118.5% | +423.3% | +355.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 10y: compounded portfolio wealth divided by compounded SUI 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…
10y analysis · Full analysis span regression · 6 months rolling