+992.0%
ASX vs WPM
+523.6%
+468.4%
-52.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.5% | +3.3% |
| 7D | +11.1% | +3.9% | +7.2% | +10.1% |
| 30D | +9.6% | +17.7% | -8.1% | +5.3% |
| 3M | +18.6% | +39.4% | -20.8% | +9.3% |
| 6M | +92.1% | +6.4% | +85.7% | +87.3% |
| YTD | +158.5% | +34.0% | +124.5% | +139.5% |
| 1Y | +271.9% | +50.5% | +221.4% | +235.0% |
| 3Y | +465.2% | +280.3% | +184.9% | +315.2% |
| 5Y | +479.4% | +266.3% | +213.1% | +320.5% |
| 10Y | +992.0% | +550.8% | +441.2% | +605.8% |
| All | +992.0% | +523.6% | +468.4% | +605.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling