+63.6%
DIA vs WPM
+261.4%
-197.8%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.1% | -1.8% | -0.9% |
| 7D | -1.2% | +3.9% | -5.1% | -1.7% |
| 30D | -2.7% | +17.7% | -20.4% | -4.7% |
| 3M | +3.3% | +39.4% | -36.2% | -1.2% |
| 6M | +10.4% | +6.4% | +4.0% | +8.7% |
| YTD | +10.0% | +34.0% | -24.0% | +4.9% |
| 1Y | +16.2% | +50.5% | -34.3% | +8.8% |
| 3Y | +58.7% | +280.3% | -221.6% | +28.1% |
| 5Y | +63.6% | +266.3% | -202.8% | +27.2% |
| All | +63.6% | +261.4% | -197.8% | +27.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling