+271.8%
WPM vs XHB
+24.0%
+247.7%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.5% |
| 7D | +3.9% | -1.9% | +5.8% | +4.5% |
| 30D | +17.7% | -8.3% | +26.0% | +21.0% |
| 3M | +39.4% | -7.1% | +46.6% | +42.6% |
| 6M | +6.4% | -5.3% | +11.7% | +8.0% |
| YTD | +34.0% | -3.2% | +37.2% | +35.7% |
| 1Y | +50.5% | -13.9% | +64.4% | +55.6% |
| All | +271.8% | +24.0% | +247.7% | +238.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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