+59.9%
DIA vs WPM
+279.1%
-219.1%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +0.1% | -1.2% | -1.1% |
| 7D | +0.1% | +7.0% | -7.0% | -0.6% |
| 30D | -2.1% | +15.7% | -17.8% | -3.6% |
| 3M | +4.2% | +35.2% | -31.1% | +0.7% |
| 6M | +11.9% | +6.1% | +5.8% | +10.4% |
| YTD | +10.8% | +32.6% | -21.7% | +6.9% |
| 1Y | +17.5% | +46.9% | -29.4% | +12.1% |
| 3Y | +59.9% | +276.3% | -216.4% | +36.4% |
| All | +59.9% | +279.1% | -219.1% | +36.4% |
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