-63.1%
BAX vs WPM
+233.8%
-296.9%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -5.1% | +5.1% | +0.7% |
| 7D | +3.6% | +16.4% | -12.7% | +1.4% |
| 30D | +8.5% | -1.5% | +10.0% | +8.5% |
| 3M | -4.9% | +2.6% | -7.4% | -5.7% |
| 6M | +47.0% | -1.3% | +48.3% | +45.9% |
| YTD | +38.4% | +16.8% | +21.7% | +34.1% |
| 1Y | +49.1% | +34.1% | +15.0% | +42.0% |
| 3Y | -14.9% | +225.1% | -240.0% | -30.7% |
| 5Y | -63.1% | +234.5% | -297.6% | -70.5% |
| All | -63.1% | +233.8% | -296.9% | -70.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling