+28.0%
CNH vs WPM
+53.7%
-25.8%
-24.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | -1.1% | +5.1% | +4.3% |
| 7D | +23.3% | +1.1% | +22.2% | +22.9% |
| 30D | +33.5% | +26.4% | +7.1% | +27.1% |
| 3M | +32.7% | +20.8% | +11.9% | +27.1% |
| 6M | +22.2% | +1.1% | +21.1% | +18.9% |
| YTD | +57.7% | +32.5% | +25.2% | +48.9% |
| 1Y | +28.0% | +51.5% | -23.5% | +21.9% |
| All | +28.0% | +53.7% | -25.8% | +21.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling