+40.0%
WPM vs WY
+0.3%
+39.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +5.6% | +6.4% | +10.1% |
| 7D | +3.9% | +13.3% | -9.4% | +0.1% |
| 30D | -3.5% | +17.6% | -21.1% | -8.3% |
| 3M | +14.1% | -15.0% | +29.1% | +19.6% |
| 6M | +6.2% | -5.9% | +12.1% | +7.9% |
| YTD | +12.4% | -5.7% | +18.1% | +14.3% |
| 1Y | +40.0% | -0.2% | +40.2% | +43.6% |
| All | +40.0% | +0.3% | +39.6% | +43.6% |
Cumulative growth
Daily Returns
Daily percentage return beside WY.
Daily Out/Under-Performance
Portfolio return minus WY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WY 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 WY 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