-36.9%
BAX vs WPM
+523.6%
-560.5%
-81.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.0% |
| 7D | -5.1% | +3.9% | -9.0% | -5.5% |
| 30D | -12.2% | +17.7% | -29.8% | -13.8% |
| 3M | +21.8% | +39.4% | -17.6% | +17.2% |
| 6M | +36.3% | +6.4% | +29.9% | +34.5% |
| YTD | +27.8% | +34.0% | -6.2% | +23.2% |
| 1Y | -0.1% | +50.5% | -50.6% | -4.8% |
| 3Y | -33.3% | +280.3% | -313.6% | -42.8% |
| 5Y | -67.1% | +266.3% | -333.4% | -72.0% |
| 10Y | -36.9% | +550.8% | -587.7% | -48.2% |
| All | -36.9% | +523.6% | -560.5% | -48.2% |
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