+3,853.3%
ASX vs WPM
+5,535.3%
-1,681.9%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.6% | +5.6% | +3.0% | +7.5% |
| 7D | -12.3% | +20.8% | -33.1% | -15.6% |
| 30D | -26.0% | +3.8% | -29.8% | -26.6% |
| 3M | -8.1% | +7.4% | -15.5% | -9.6% |
| 6M | +1.4% | +4.0% | -2.6% | +0.3% |
| YTD | +115.6% | +23.0% | +92.5% | +105.5% |
| 1Y | +128.0% | +45.9% | +82.1% | +110.3% |
| 3Y | +371.4% | +242.9% | +128.5% | +267.3% |
| 5Y | +469.4% | +259.5% | +209.9% | +334.2% |
| 10Y | +842.6% | +577.7% | +264.9% | +514.1% |
| All | +3,853.3% | +5,535.3% | -1,681.9% | +1,321.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling