+583.4%
DG vs WPM
+1,159.0%
-575.6%
-72.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.1% | +2.5% | +1.5% |
| 7D | +8.4% | +1.1% | +7.3% | +8.3% |
| 30D | +4.9% | +26.4% | -21.4% | +3.4% |
| 3M | +29.3% | +20.8% | +8.5% | +27.6% |
| 6M | -11.3% | +1.1% | -12.4% | -11.6% |
| YTD | +1.8% | +32.5% | -30.7% | -0.5% |
| 1Y | +25.3% | +51.5% | -26.2% | +21.4% |
| 3Y | +9.1% | +267.0% | -257.9% | +0.4% |
| 5Y | -34.9% | +250.1% | -285.0% | -40.3% |
| 10Y | +108.2% | +540.4% | -432.2% | +85.8% |
| All | +583.4% | +1,159.0% | -575.6% | +430.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling