+20.1%
COP vs WPM
+278.8%
-258.6%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.1% | 0.0% | -1.1% |
| 7D | +3.0% | +1.1% | +1.9% | +3.0% |
| 30D | +17.5% | +26.4% | -8.9% | +17.9% |
| 3M | +13.4% | +20.8% | -7.5% | +14.0% |
| 6M | +17.7% | +1.1% | +16.6% | +19.3% |
| YTD | +46.6% | +32.5% | +14.1% | +45.0% |
| 1Y | +44.6% | +51.5% | -6.9% | +41.4% |
| All | +20.1% | +278.8% | -258.6% | +4.5% |
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