+1,918.2%
WPM vs WU
-19.6%
+1,937.8%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.0% | -0.1% | -0.8% |
| 7D | +1.1% | -0.8% | +1.9% | +1.3% |
| 30D | +26.4% | -1.1% | +27.5% | +26.6% |
| 3M | +20.8% | -3.9% | +24.7% | +21.0% |
| 6M | +1.1% | -20.7% | +21.8% | +6.7% |
| YTD | +32.5% | -18.4% | +50.8% | +38.1% |
| 1Y | +51.5% | -8.1% | +59.6% | +51.6% |
| 3Y | +267.0% | -24.2% | +291.2% | +279.8% |
| 5Y | +250.1% | -50.4% | +300.6% | +304.7% |
| 10Y | +540.4% | -40.0% | +580.4% | +542.1% |
| All | +1,918.2% | -19.6% | +1,937.8% | +1,402.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling