+24.9%
WPM vs URA
-29.3%
+54.2%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.6% | +1.3% | +0.8% |
| 7D | -3.6% | -1.5% | -2.0% | -2.5% |
| 30D | +1.4% | -10.4% | +11.9% | +8.8% |
| 3M | -0.2% | -29.6% | +29.5% | +24.7% |
| 6M | -7.3% | -40.3% | +33.0% | +27.5% |
| YTD | +12.3% | -25.5% | +37.8% | +45.5% |
| 1Y | +24.9% | -26.4% | +51.3% | +62.2% |
| All | +24.9% | -29.3% | +54.2% | +62.2% |
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