+257.9%
WPM vs UUUU
+88.5%
+169.4%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -6.3% | +2.6% | -2.5% |
| 7D | -3.6% | -5.0% | +1.4% | -2.6% |
| 30D | +12.5% | -7.8% | +20.3% | +14.2% |
| 3M | +40.6% | -0.4% | +41.0% | +40.1% |
| 6M | +0.5% | -32.9% | +33.4% | +6.8% |
| YTD | +29.0% | -6.3% | +35.3% | +29.0% |
| 1Y | +43.8% | +7.9% | +35.9% | +37.3% |
| 3Y | +266.3% | +85.2% | +181.1% | +199.2% |
| All | +257.9% | +88.5% | +169.4% | +179.7% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 5y: compounded portfolio wealth divided by compounded UUUU 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…
5y analysis · Full analysis span regression · 6 months rolling