+72.8%
BHP vs WPM
+267.3%
-194.5%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.1% | -2.3% | -1.1% |
| 7D | -3.6% | -0.6% | -3.1% | -3.4% |
| 30D | -1.2% | +14.4% | -15.6% | -6.6% |
| 3M | +1.2% | +37.0% | -35.8% | -11.2% |
| 6M | +21.4% | +4.1% | +17.3% | +17.2% |
| YTD | +50.4% | +31.7% | +18.7% | +34.2% |
| 1Y | +67.5% | +44.2% | +23.3% | +44.5% |
| 3Y | +72.8% | +265.5% | -192.7% | +5.9% |
| All | +72.8% | +267.3% | -194.5% | +5.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling