+23.7%
BBY vs WPM
+53.7%
-30.0%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.1% | +4.2% | +3.2% |
| 7D | +9.5% | +1.1% | +8.4% | +9.4% |
| 30D | +6.8% | +26.4% | -19.5% | +5.9% |
| 3M | +28.9% | +20.8% | +8.0% | +27.9% |
| 6M | +37.8% | +1.1% | +36.7% | +37.0% |
| YTD | +38.7% | +32.5% | +6.3% | +32.6% |
| 1Y | +23.7% | +51.5% | -27.8% | +15.1% |
| All | +23.7% | +53.7% | -30.0% | +15.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling