-66.9%
BAX vs WPM
+261.1%
-328.0%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +0.1% | -3.8% | -3.8% |
| 7D | -2.4% | +7.0% | -9.5% | -3.3% |
| 30D | -9.7% | +15.7% | -25.5% | -11.7% |
| 3M | +29.3% | +35.2% | -5.9% | +23.4% |
| 6M | +40.7% | +6.1% | +34.6% | +38.2% |
| YTD | +30.3% | +32.6% | -2.3% | +24.5% |
| 1Y | +3.4% | +46.9% | -43.5% | -2.6% |
| 3Y | -32.0% | +276.3% | -308.3% | -45.4% |
| 5Y | -66.9% | +260.0% | -326.9% | -74.2% |
| All | -66.9% | +261.1% | -328.0% | -74.2% |
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 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