+30.3%
BIL vs WPM
+1,667.8%
-1,637.4%
-0.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.1% | +1.1% | 0.0% |
| 7D | +0.1% | +1.1% | -1.0% | +0.1% |
| 30D | +0.3% | +26.4% | -26.0% | +0.3% |
| 3M | +0.9% | +20.8% | -19.9% | +1.0% |
| 6M | +1.8% | +1.1% | +0.7% | +1.8% |
| YTD | +2.4% | +32.5% | -30.0% | +2.5% |
| 1Y | +3.7% | +51.5% | -47.8% | +3.8% |
| 3Y | +14.2% | +267.0% | -252.9% | +14.3% |
| 5Y | +19.4% | +250.1% | -230.7% | +19.5% |
| 10Y | +25.2% | +540.4% | -515.1% | +25.4% |
| All | +30.3% | +1,667.8% | -1,637.4% | +31.1% |
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 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