+50.5%
WPM vs URA
+18.3%
+32.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.3% | +2.4% | +1.8% |
| 7D | +3.9% | +5.7% | -1.9% | +0.5% |
| 30D | +17.7% | +5.6% | +12.1% | +14.0% |
| 3M | +39.4% | +6.2% | +33.2% | +34.5% |
| 6M | +6.4% | -8.2% | +14.7% | +10.7% |
| YTD | +34.0% | +9.7% | +24.3% | +33.1% |
| 1Y | +50.5% | +17.0% | +33.5% | +50.1% |
| All | +50.5% | +18.3% | +32.2% | +50.1% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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