+289.9%
BNY vs WPM
+267.3%
+22.6%
-17.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.1% | -2.0% | -0.2% |
| 7D | -1.3% | -0.6% | -0.8% | -1.3% |
| 30D | -0.2% | +14.4% | -14.6% | -2.0% |
| 3M | +14.9% | +37.0% | -22.0% | +9.9% |
| 6M | +40.0% | +4.1% | +35.9% | +38.1% |
| YTD | +42.0% | +31.7% | +10.3% | +35.2% |
| 1Y | +56.9% | +44.2% | +12.7% | +47.2% |
| 3Y | +289.9% | +265.5% | +24.4% | +212.1% |
| All | +289.9% | +267.3% | +22.6% | +212.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling