+5,933.7%
WPM vs WY
+97.5%
+5,836.2%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.4% | +1.5% | +0.6% |
| 7D | +7.0% | -2.1% | +9.1% | +7.8% |
| 30D | +15.7% | -10.5% | +26.2% | +20.6% |
| 3M | +35.2% | -4.9% | +40.1% | +37.0% |
| 6M | +6.1% | -4.9% | +11.0% | +7.6% |
| YTD | +32.6% | -1.7% | +34.2% | +32.4% |
| 1Y | +46.9% | -9.4% | +56.3% | +50.7% |
| 3Y | +276.3% | -22.3% | +298.6% | +299.8% |
| 5Y | +260.0% | -20.5% | +280.5% | +271.4% |
| 10Y | +508.5% | +4.9% | +503.6% | +387.0% |
| All | +5,933.7% | +97.5% | +5,836.2% | +2,736.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling