+1,902.7%
WPM vs UUUU
-92.0%
+1,994.6%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.5% | +1.5% | +1.1% |
| 7D | +3.9% | +1.8% | +2.1% | +3.7% |
| 30D | +17.7% | +1.8% | +15.9% | +17.4% |
| 3M | +39.4% | +1.3% | +38.2% | +38.9% |
| 6M | +6.4% | -26.8% | +33.2% | +9.7% |
| YTD | +34.0% | +0.1% | +33.9% | +32.5% |
| 1Y | +50.5% | +11.2% | +39.3% | +45.0% |
| 3Y | +280.3% | +97.7% | +182.6% | +230.9% |
| 5Y | +266.3% | +127.3% | +139.0% | +201.4% |
| 10Y | +550.8% | +532.6% | +18.2% | +321.0% |
| All | +1,902.7% | -92.0% | +1,994.6% | +1,503.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling