+146.5%
ASX vs WPM
+38.8%
+107.7%
-30.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.9% | +12.0% | -15.9% | -8.4% |
| 7D | -14.6% | +3.9% | -18.5% | -15.9% |
| 30D | -21.1% | -3.5% | -17.6% | -19.9% |
| 3M | -3.1% | +14.1% | -17.2% | -8.6% |
| 6M | +17.4% | +6.2% | +11.1% | +13.4% |
| YTD | +135.3% | +12.4% | +122.9% | +126.5% |
| 1Y | +146.5% | +40.0% | +106.5% | +117.1% |
| All | +146.5% | +38.8% | +107.7% | +117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside WPM.
Daily Out/Under-Performance
Portfolio return minus WPM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WPM 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 WPM 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