+267.8%
WPM vs WU
-28.0%
+295.9%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -2.5% | +2.6% | +0.3% |
| 7D | +7.0% | -0.8% | +7.9% | +7.1% |
| 30D | +15.7% | -1.1% | +16.9% | +15.8% |
| 3M | +35.2% | -1.8% | +37.0% | +34.8% |
| 6M | +6.1% | -23.9% | +30.0% | +7.8% |
| YTD | +32.6% | -20.4% | +53.0% | +34.1% |
| 1Y | +46.9% | -10.6% | +57.5% | +47.3% |
| All | +267.8% | -28.0% | +295.9% | +276.0% |
Cumulative growth
Daily Returns
Daily percentage return beside WU.
Daily Out/Under-Performance
Portfolio return minus WU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WU 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 3y: compounded portfolio wealth divided by compounded WU 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…
3y analysis · Full analysis span regression · 6 months rolling