+5,013.3%
WPM vs XPO
+23,128.7%
-18,115.4%
-86.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.4% |
| 7D | -3.6% | +9.0% | -12.5% | -4.2% |
| 30D | +1.4% | +4.2% | -2.7% | +1.1% |
| 3M | -0.2% | -8.7% | +8.5% | +0.4% |
| 6M | -7.3% | -2.8% | -4.6% | -7.3% |
| YTD | +12.3% | +41.9% | -29.5% | +9.0% |
| 1Y | +24.9% | +42.3% | -17.4% | +21.1% |
| 3Y | +210.4% | +127.3% | +83.1% | +184.8% |
| 5Y | +210.4% | +306.4% | -96.0% | +166.6% |
| 10Y | +731.7% | +1,290.9% | -559.3% | +528.0% |
| All | +5,013.3% | +23,128.7% | -18,115.4% | +3,413.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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