+3,539.2%
ASX vs WPM
+5,236.6%
-1,697.3%
-74.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.4% | +2.9% | +3.5% | +5.9% |
| 7D | -19.9% | +16.9% | -36.8% | -22.5% |
| 30D | -30.9% | +2.0% | -32.8% | -31.2% |
| 3M | -15.1% | +8.9% | -24.0% | -16.8% |
| 6M | -6.5% | +1.6% | -8.1% | -7.1% |
| YTD | +98.4% | +16.5% | +81.9% | +91.1% |
| 1Y | +107.9% | +42.2% | +65.7% | +92.7% |
| 3Y | +325.3% | +213.3% | +112.0% | +236.9% |
| 5Y | +447.3% | +249.9% | +197.4% | +319.5% |
| 10Y | +763.2% | +549.4% | +213.8% | +466.7% |
| All | +3,539.2% | +5,236.6% | -1,697.3% | +1,221.9% |
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