+35.9%
BN vs WPM
+233.8%
-197.9%
-40.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -5.1% | +3.7% | -0.1% |
| 7D | +4.3% | +16.4% | -12.0% | +0.3% |
| 30D | +14.3% | -1.5% | +15.8% | +14.3% |
| 3M | -4.1% | +2.6% | -6.6% | -5.5% |
| 6M | -9.7% | -1.3% | -8.3% | -10.7% |
| YTD | -7.1% | +16.8% | -23.9% | -13.8% |
| 1Y | -7.4% | +34.1% | -41.6% | -17.7% |
| 3Y | +102.3% | +225.1% | -122.8% | +27.9% |
| 5Y | +35.9% | +234.5% | -198.6% | -15.1% |
| All | +35.9% | +233.8% | -197.9% | -15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling