+31.3%
BIL vs WPM
+1,399.4%
-1,368.1%
-0.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | 0.0% |
| 7D | +0.1% | -3.6% | +3.6% | +0.1% |
| 30D | +0.3% | +1.4% | -1.1% | +0.3% |
| 3M | +1.0% | -0.2% | +1.1% | +1.0% |
| 6M | +1.9% | -7.3% | +9.2% | +1.9% |
| YTD | +3.2% | +12.3% | -9.2% | +3.2% |
| 1Y | +3.7% | +24.9% | -21.2% | +3.7% |
| 3Y | +13.8% | +210.4% | -196.5% | +13.9% |
| 5Y | +20.3% | +210.4% | -190.1% | +20.4% |
| 10Y | +26.2% | +731.7% | -705.5% | +26.4% |
| All | +31.3% | +1,399.4% | -1,368.1% | +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