+268.7%
WPM vs XHB
+33.5%
+235.2%
-43.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.6% |
| 7D | +3.9% | -1.9% | +5.8% | +4.5% |
| 30D | +17.7% | -8.3% | +26.0% | +21.1% |
| 3M | +39.4% | -7.1% | +46.6% | +42.7% |
| 6M | +6.4% | -5.3% | +11.7% | +8.2% |
| YTD | +34.0% | -3.2% | +37.2% | +35.6% |
| 1Y | +50.5% | -13.9% | +64.4% | +56.8% |
| 3Y | +280.3% | +24.9% | +255.4% | +245.3% |
| All | +268.7% | +33.5% | +235.2% | +199.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling