+287.5%
CAH vs WPM
+558.4%
-270.9%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +2.1% | -2.7% | -0.7% |
| 7D | -5.1% | -0.6% | -4.5% | -5.1% |
| 30D | +0.2% | +14.4% | -14.2% | -0.6% |
| 3M | +6.3% | +37.0% | -30.7% | +4.4% |
| 6M | +9.4% | +4.1% | +5.3% | +8.9% |
| YTD | +15.0% | +31.7% | -16.8% | +12.5% |
| 1Y | +55.4% | +44.2% | +11.3% | +51.0% |
| 3Y | +173.8% | +265.5% | -91.7% | +150.4% |
| 5Y | +395.2% | +262.5% | +132.7% | +349.2% |
| All | +287.5% | +558.4% | -270.9% | +249.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling