+525.4%
WPM vs TRU
+147.2%
+378.3%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.0% | +1.1% | +1.9% |
| 7D | -0.6% | -2.7% | +2.2% | -0.1% |
| 30D | +14.4% | -2.0% | +16.5% | +14.8% |
| 3M | +37.0% | +18.4% | +18.5% | +33.0% |
| 6M | +4.1% | +8.9% | -4.7% | +2.2% |
| YTD | +31.7% | -8.9% | +40.7% | +32.3% |
| 1Y | +44.2% | -15.9% | +60.0% | +46.3% |
| 3Y | +265.5% | -1.1% | +266.6% | +249.8% |
| 5Y | +262.5% | -35.2% | +297.7% | +263.9% |
| All | +525.4% | +147.2% | +378.3% | +336.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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