+2,322.0%
DLR vs WPM
+5,967.5%
-3,645.5%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -1.1% | +1.4% | +0.5% |
| 7D | +1.6% | +1.1% | +0.5% | +1.4% |
| 30D | -3.4% | +26.4% | -29.7% | -6.9% |
| 3M | +0.5% | +20.8% | -20.3% | -2.8% |
| 6M | +4.6% | +1.1% | +3.4% | +3.5% |
| YTD | +23.4% | +32.5% | -9.0% | +16.8% |
| 1Y | +19.0% | +51.5% | -32.5% | +10.1% |
| 3Y | +56.5% | +267.0% | -210.5% | +25.5% |
| 5Y | +33.3% | +250.1% | -216.8% | +6.6% |
| 10Y | +165.1% | +540.4% | -375.2% | +86.9% |
| All | +2,322.0% | +5,967.5% | -3,645.5% | +880.3% |
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