+892.9%
BHP vs WPM
+5,972.6%
-5,079.7%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.1% | +1.7% | +1.7% |
| 7D | +1.3% | +7.0% | -5.8% | -1.3% |
| 30D | +4.0% | +15.7% | -11.8% | -1.8% |
| 3M | +12.3% | +35.2% | -22.9% | 0.0% |
| 6M | +30.8% | +6.1% | +24.7% | +26.9% |
| YTD | +58.8% | +32.6% | +26.2% | +41.2% |
| 1Y | +76.8% | +46.9% | +29.9% | +50.3% |
| 3Y | +87.5% | +276.3% | -188.8% | +10.1% |
| 5Y | +123.9% | +260.0% | -136.1% | +31.5% |
| 10Y | +504.4% | +508.5% | -4.2% | +161.9% |
| All | +892.9% | +5,972.6% | -5,079.7% | +44.0% |
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