+476.4%
BHP vs WPM
+558.4%
-82.0%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -0.9% |
| 7D | -3.6% | -0.6% | -3.1% | -3.4% |
| 30D | -1.2% | +14.4% | -15.6% | -5.6% |
| 3M | +1.2% | +37.0% | -35.8% | -8.9% |
| 6M | +21.4% | +4.1% | +17.3% | +18.7% |
| YTD | +50.4% | +31.7% | +18.7% | +36.6% |
| 1Y | +67.5% | +44.2% | +23.3% | +47.3% |
| 3Y | +72.8% | +265.5% | -192.7% | +13.2% |
| 5Y | +112.6% | +262.5% | -149.9% | +37.4% |
| All | +476.4% | +558.4% | -82.0% | +230.3% |
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