+876.0%
BHP vs WPM
+5,967.5%
-5,091.6%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -1.1% | +0.7% | 0.0% |
| 7D | -2.9% | +1.1% | -4.0% | -3.4% |
| 30D | +3.4% | +26.4% | -23.0% | -5.5% |
| 3M | +4.1% | +20.8% | -16.8% | -3.4% |
| 6M | +20.6% | +1.1% | +19.5% | +19.1% |
| YTD | +56.1% | +32.5% | +23.6% | +38.8% |
| 1Y | +69.6% | +51.5% | +18.1% | +42.5% |
| 3Y | +78.8% | +267.0% | -188.2% | +6.0% |
| 5Y | +113.1% | +250.1% | -137.1% | +26.4% |
| 10Y | +505.9% | +540.4% | -34.5% | +157.4% |
| All | +876.0% | +5,967.5% | -5,091.6% | +41.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling