+4,215.8%
ASX vs WPM
+5,967.5%
-1,751.7%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.4% |
| 7D | -0.7% | +1.1% | -1.8% | -1.0% |
| 30D | +2.0% | +26.4% | -24.4% | -2.8% |
| 3M | -1.3% | +20.8% | -22.2% | -5.1% |
| 6M | +71.4% | +1.1% | +70.3% | +70.0% |
| YTD | +135.3% | +32.5% | +102.9% | +121.3% |
| 1Y | +267.5% | +51.5% | +216.0% | +236.1% |
| 3Y | +388.5% | +267.0% | +121.5% | +275.3% |
| 5Y | +417.1% | +250.1% | +167.0% | +295.5% |
| 10Y | +872.7% | +540.4% | +332.4% | +537.8% |
| All | +4,215.8% | +5,967.5% | -1,751.7% | +1,430.9% |
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