+31.2%
BIL vs WPM
+1,446.5%
-1,415.3%
-0.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | 0.0% |
| 7D | +0.1% | +3.1% | -3.0% | +0.1% |
| 30D | +0.3% | -1.8% | +2.2% | +0.3% |
| 3M | +0.9% | +1.0% | -0.1% | +0.9% |
| 6M | +1.9% | -5.4% | +7.3% | +1.9% |
| YTD | +3.1% | +15.9% | -12.7% | +3.2% |
| 1Y | +3.7% | +30.8% | -27.1% | +3.7% |
| 3Y | +13.8% | +222.6% | -208.8% | +13.9% |
| 5Y | +20.2% | +227.4% | -207.1% | +20.4% |
| 10Y | +26.1% | +757.8% | -731.7% | +26.4% |
| All | +31.2% | +1,446.5% | -1,415.3% | +32.0% |
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