+44.2%
EOG vs WPM
+38.8%
+5.4%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WPM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +12.0% | -17.2% | -3.7% |
| 7D | -8.6% | +3.9% | -12.5% | -7.8% |
| 30D | +2.8% | -3.5% | +6.3% | +2.9% |
| 3M | +3.2% | +14.1% | -10.9% | +5.9% |
| 6M | +5.3% | +6.2% | -0.9% | +8.1% |
| YTD | +44.5% | +12.4% | +32.1% | +44.6% |
| 1Y | +44.2% | +40.0% | +4.2% | +40.3% |
| All | +44.2% | +38.8% | +5.4% | +40.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling